About Us

Affiliated with a large Southeast Texas CPA firm, we have been providing complete consulting and administration services to clients since 1982. We are members of the American Society of Pension Actuaries (ASPA) and most of our staff have received certifications from ASPA. We offer daily valuation through a number of intermediaries (mutual fund and insurance companies) as well as through our Select 4000 program where sponsors can select from thousands of mutual funds. We can work through clients' investment professionals or refer you to one who specializes in retirement plans. Let us show you the advantages of working with a truely professional firm whose strengths include technical expertise, unbiased investment choices, and timely, accurate and responsive services.