what we do

• 401k plans
• Safe Harbor plans
• Profit Sharing plans
• New Comparability plans
• Defined Benefit plans
• Money Purchase plans
• 403b and 457 plans
• Non-Qualified plans

Plan Administration and Recordkeeping

• Plan design
• Document preparation
• Complete compliance reporting and government filings
• Annual reporting and administration

Communication and Implementation Services

• Enrollment and education meetings
• Newsletters and communication materials
• Interactive websites for participants and sponsors
• Perpetual retirement consulting
• Experienced transition team

Investment Advisor Support and Services

As a third-party administrator, we serve our clients in conjunction with investment advisors and registered representatives. These Advisors provide investment guidance for the plan sponsor and offer continued investment education to plan participants.

ERISA compliance and reporting services, participant recordkeeping, and benefit communications are provided through intermediary relationships with: