About Us

We are an independent third party administrative firm that specializes in qualifed retirement plans for small to medium-sized companies. We are very service-oriented and do not sell investment products. Our area of expertise is defined contribution plans 401(k), Money Purchase, Profit Sharing but have relationshsips with many other pension professionals if there is a need for a Defined Benefit plan.We have the ability to custom design any kind of retirement plan your firm may need or produce a low cost start up plan.