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.

Our Comprehensive Suite of Services

We are a Third Party Administrator (TPA) that works with all types of industries, providing expert retirement plan design, compliance, administration and record-keeping services. Our partners (CPAs, business managers, owners and financial advisers,) work with us, we believe, because we solve problems, answer questions, and offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, Money Purchase and Safe Harbor 401k Plans.

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 Employers

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

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For Financial Professionals

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.