The Perfect Retirement Plans For Your Business

We’re your trusted partner and third party administrator in corporate retirement planning.

As a third-party administrator for small to medium-size businesses, we help our clients succeed with innovative retirement plans that maximize tax deductions and minimize potential problems. Our partners (CPAs, financial advisers, business managers and business owners) benefit from our expert team of retirement plan professionals who treat each plan uniquely according to our clients’ business goals, while ensuring that each plan design is as simple, collaborative, and cost-efficient as possible.

We Partner With Corporations

We’re a corporate retirement consulting firm that serves as a third party administrator (TPA) to help small-to-medium-businesses and their employees grow and thrive.

Services

Customized Plan Design

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Compliance, Administration & Investment Record Keeping

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Mutual Fund Review & Expense Analysis

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Custom Retirement Plans to Grow Small-To-Medium-Businesses

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For Corporations

Custom Defined Benefit Pension, profit sharing, 401(k) and 403(b) plans.

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For Financial Advisors

Whether you’re a CPA, financial planner, or investment advisor (fee or commission-based), we work closely with you to
create significant tax deductions and wealth accumulation vehicles for your clients.

Why Work With A TPA?

Simple: to assure your retirement plan stays out of trouble!

Mark Chalachan, CPA

Our Specialties

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Grow Your Business Today

Complete the contact form and we will respond promptly to help you optimize your retirement offerings. For immediate questions, please call us at 949-223-8397. We look forward to partnering with you!