Our staff has over 50 years combined experience in working with qualified plans.  Our team provides companies of all sizes with:

• Personal one-on-one consulting
• Customized reviews and plan proposals
• Retirement plan design
• Comprehensive plan administration
• Non-discrimination testing
• Preparation of Form 5500
• Submission of IRS determination letters
• Department of Labor filings
• Plan conversions
• Plan terminations
• 401(k) enrollment meetings
• Annual trustee meetings