Design
We work closely with our clients’ financial and legal representatives providing quality technical services in design, documentation and installation of new retirement plans. We also accept existing plans, providing review service and amendments to those existing plans that need changes in order to continue to serve the clients’ best interests.

Administration
We provide complete services in the administration of plans, from efficient, easy to use census reporting forms to contribution calculations and allocations, full actuarial services, discrimination testing, hands-on help to our clients for terminated employee distributions, all required government reporting and participant benefit statements.

Trust Accounting
Full recordkeeping and accounting is provided to all of our clients, reliving them of having to spend their valuable time and efforts keeping detailed records.