We are your professional resource for Defined Contribution and Defined Benefit Plans. We bring an experienced skill set to help clients develop a plan design, broad investment array, fee benchmark analysis and consistent employee education.
A retirement plan is one of the most valuable and important benefits that an employer can offer employees. Sponsoring a retirement plan is an excellent way for business owners to reward employees with an important benefit program, while simultaneously providing tax advantages to their business.
Given today's regulatory environment, our goal is to assist Plan Sponsors with regard to investment selection, participant education and other aspects of retirement planning. We will be glad to offer an analysis of your current plan specifications. Let us help with your heavy lifting!!!