We provide administration for:
- 401(k) Plans
- Profit Sharing Plans
- Profit Sharing Plans with Cross Tested Allocation
- Money Purchase Plans
- Defined Benefit Pension Plans
- Target Benefit Pension Plans
- Flex Plans (Section 125 – Cafeteria Plans)
We are determined to provide well-designed, cost-effective advice and services to our clients in order that they may improve their profitability and reduce their liability. Although we give general advice regarding fiduciary responsibility such as the need to diversify, to act prudently and consistent with the plans documents, we do not give specific advice as to the individual investments made by the plan. We are committed to our “fee for service” structure. We do not sell securities or insurance products; we do not share commissions or accept fees from financial advisors with whom our clients contract. We believe anything short of this would or could constitute a conflict of interest.


