Services

One size doesn’t fit all. Our team of consultants will listen to your needs and help to design a plan that works best for your goals, budget and time. We will then monitor your plan and make suggestions for improvements based on changes in your demographics or goals or changes in the law.
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Who has the time to run a 401(k) plan? We do – and we will help you by determining eligibility, computing contributions, preparing notices, initiating distributions and force outs and making suggestions on how you can improve your plan or lower your fees. We do the work so you don’t have to spend your time or worry if it is correct.
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Do you offer any pre-tax benefits to your employees like medical, dental, vision, life insurance or short term disability? If so, you have informally created a plan that needs a formal plan document to outline the provisions and provide required language to your employees. If more than 100 employees are receiving benefits under the plan, there are also government filings that are required. We can help you to make sure your welfare plans are in compliance.
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