Comprehensive Retirement Consulting for Competitive Advantage
Effective retirement plans are vehicles to attract and retain talent in concert with your larger compensation strategy.
Our retirement plan consultants design and administer qualified retirement plans. Reduce taxes, increase retirement savings, address complex compliance issues, and build that competitive plan to entice every employee – from executives to first-time hires.
Plan design – design of custom 401(k) plans and beyond, specific to your unique business
Plan advisory – guidance on operational issues related to controlled groups, plan corrections, and M&As
Third-party administration – management of your plans so you can reclaim your time moving your business forward
Actuarial consulting – research to help you understand cash balance and defined benefit plans to find the most advantageous outcomes
Third-Party Retirement Plan Administration for all Business Types
Our team services more than 800 qualified plans and welfare plans, as well as IRS/DOL correction program services, executive deferred compensation, and equity plan services.
