(Third Party Administrator)
We are truly Independent.
We are an advocate for the plan sponsor, we are not employed by any financial institution.
We bring local expertise to the relationship.
We provide personalized plan design to meet your company's retirement plan goals.
We bring Compliance Expertise to you and your Retirement Plan.
We offer a very proactive approach to client services.
We are very responsive with high-quality of problem resolution.
We can work with many providers and/or multiple providers for the same plan.
We will be your advocate with the IRS and/or DOL.
We will handle IRS and/or /DOL audits in our office whenever possible.
We will consult with you on controlled groups and affiliated service group issues.
We will consult with you during acquisition transactions to ensure your plan stays in compliance.
We put your interest and goals FIRST.
