Services and Solutions
Private Wealth Management
Retirement Plan Sponsors
Investment Philosophy
Third Party Administration
Record Keeping Services
Third Party Administration

We are a Third Party Administrator.

Our team of compliance experts work with you throughout the year to make sure your plan is meeting the requirements set out by the Department of Labor and IRS. In addition to regulatory reporting and annual testing of the plan, we provide consultative plan design and strategies to help you maximize the benefits of your plan to both the owners and employees. We understand that your retirement plan is one of your best tools to help attract, retain, and reward the people who make your business successful.

Our compliance services include:
  • All regulatory reporting including the Form 5500
  • Year-end, non-discrimination testing and pro-active, pre-year-end testing
  • Calculation and application of all eligibility, contribution formulas and vesting
  • Projections on alternate plan designs