About Us

We design, implement and administer all types of qualified retirement plans, including 401(k), Profit Sharing, Money Purchase, Defined Benefit Pension, Employee Stock Ownership Plans (ESOPs), and Target Benefit plans. Our services include: DAILY VALUATION & RECORDKEEPING with Open-Architecture Mutual Fund Platform ∙ Thousands of mutual funds from hundreds of fund families ∙ Self-directed brokerage accounts, company stock, managed accounts ∙ No proprietary investment products ∙ Ability to choose your own investment advisor(s) and build custom investment allocation models ∙ Custodial and directed trustee services ∙ Daily participant recordkeeping ∙ Web access for plan sponsor, participants and advisors ∙ Nondisrimination and compliance testing ∙ Form 5500 and other government reporting. TRADITIONAL BALANCE FORWARD ADMINISTRATION with Trust accounting and plan financial statements ∙ Compliance reports and participant certificates ∙ Benefit distribution calculations ∙ Nondiscrimination and compliance testing ∙ Form 5500 and other government reporting. OTHER SERVICES including plan document consulting and preparation ∙ Advanced pension design, proposals and illustrations ∙ Form 5500 reporting for welfare plans.