About Us

Compliance oriented TPA providing services to small and mid-sized Defined Contribution plans. Proposal, documentation and ongoing administrative services for 401(k), Money Purchase, 403(b) and all profit sharing allocation types. Age Weighted and New Comparability plans are available. Multiple employer plans offered through PEO (Employee Leasing) organizations are also among our offerings. Services are provided by assigning an inhouse consultant to each plan to care for every aspect of it, promoting lasting client relationships.