About Us

We provide third party retirement plan administration for start-up and existing plans, including plan illustrations, design, and documents, full compliance testing services, and Form 5500 preparation. We assist with all types of distributions and provide all loan documentation. We can work with any fund company that provides record-keeping services. In addition, we specialize in the administration of multiple employer plans for Professional Employer Organizations (PEOs) and associations. These large clients have special servicing needs that we are able to easily accommodate. Please call us for pricing on any type of defined contribution plan!