SERVICES FOR THE PRIVATE SECTOR

Our client base consists primarily of small and mid sized businesses who seek specialized attention in their retirement plan management. Our services range from the design and administration of simple Profit Sharing Plans to the more complex Cash Balance Pension Plan arrangements.

In this ever changing environment, dynamic design and consulting is the key to our success. Whether your company has two, twenty or two hundred employees, we can design and administer a retirement program package which will meet your current needs and change as your needs change.

Our services include the following:

• Plan Design
• Plan Drafting
• Actuarial Services
• Administrative Services
• Trust Reconciliation Services
• Recordkeeping Services
• Compliance Services