You and your employees are concerned about retirement. Our employer-sponsored retirement plan services aim to simplify your responsibilities by acting as a single point of contact and as your 3(38) fiduciary. After an initial plan evaluation, we can help you with plan design, investment selection, plan administration and ongoing employee education.

Offering your employees an employer-sponsored retirement plan helps attract the brightest and the best, as well as retain key employees. For many business owners, it also provides a much needed solution for their own retirement needs and future financial security.





Whether You:

  • Run Your Own Business
  • Are Part of Human Resources
  • Act as Liaison with Service Providers


You have enough work already… let us relieve some of the burden relating to employer-sponsored retirement plans.


We have the Time

  • Provide On-going Reviews to Participants
  • Educate Participants at Least Annually
  • Act as Liaison with Service Providers

We have the Resources

  • Design Comprehensive Plans
  • Offer Fiduciary Solutions
  • Robust Investment Selection


We have the Experience

We understand the complete landscape of an employer-sponsored retirement plan options and solutions, including:

  • Profit Sharing Plans
  • 401(k) Profit Sharing Plans
  • Safe-Harbor 401(k) Plans
  • Simplified Employee Pension Plan (SEP)
  • Age-Weighted/New Comparability Profit Sharing Plans
  • Cash Balance Plans
  • 403(b) Plans
  • Defined Benefit Pension Plans



Still unsure? Allow us to do a complimentary competitive analysis of your current employer-sponsored retirement plan.


Set up a meeting with one of our employer-sponsored retirement plan professionals.