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