• Friendly personal service instead of phone menus
  • Dedicated full-service approach to solving problems
  • Committed to accurate and timely reporting
  • Effective marketing of plans to encourage employee participation
  • Participants can call and speak directly to our experienced staff


  • 20 Years of direct administration experience
  • Experience with large plans with assets over $50 million
  • Ability to optimize plan designs to meet client objectives
  • Design and administration of complex plans
  • Thorough knowledge of regulations regarding qualified plans
  • Plan sizes ranging from a few participants to several thousand
  • Experience with plan correction and negotiation with government agencies


  • Ability to have assets invested in multiple financial institutions
  • Plan can have assets such as real estate, limited partnerships, and non-publicly traded stocks
  • Custom reporting and participant statements