Who We Are
We are an independently owned TPA firm who focuses on high touch and high service. Our goal is to provide the best plan design, best service and best overall experience for business owners, financial advisors, CPA’s and other partners. We want to earn your trust. We sell solutions., we do that by listening to what is wanted and needed, then by working together, we create the best design plan for you and your clients. We are a fee-for-service company who has developed strong relationships and friendships with financial advisors, and other business professionals.
We specialize in plan design, implementation, document preparation, and administration. We strive to provide comprehensive, timely, high-quality administrative and technical services to Retirement Plan Sponsors.
One size does not fit all when it comes to the design of a retirement plan. We use IRS Pre-Approved Documents to allow our plan design consultants to customize a retirement plan tailored to you and your company’s objectives.
A well-designed retirement plan not only gives employees a way to build a financially secure future, but it also is a valuable tool for the employer to obtain and retain quality employees.
Custom Solutions
Profit sharing and 401 (k) Plans have design features that can be used to serve an individual company’s needs.
These include:
- Pre-tax and Roth 401(k)
- Safe Harbor 401(k)
- Cross-Tested Profit Sharing
- Combined DC / Cash Balance solutions
- 403(b)
- 457(b)
Compliance Solutions
We work with all major recordkeepers and strive to provide timely information and communication thus ensuring your clients meet their administrative obligations. Our goal is to provide a successful experience for all parties.
- Preparation of plan document and amendments
- Preparation of all required compliance tests
- Preparation of a signature-ready, DOL Form 5500 filing each plan year.
- Internal or external retirement plan audit support
- 1099 and 945 tax-form creation
- Required Minimum Distribution compliance
- Fee Disclosure compliance