Helping

businesses with their company retirement plans


A well-constructed corporate retirement plan is an ideal way for businesses to attract and retain quality employees, as well as help owners plan and save for their own futures. We can help you establish, manage and run the plan that is right for you and your company. We can help with a wide range of company retirement plans, including:

  • 401(k) plans
  • 401(k) profit sharing plans
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Simplified employee pensions (SEPs)
  • SIMPLE (Savings Incentive Match Plan for Employees) IRAs
  • Age-weighted/comparability profit sharing plans
  • Deferred compensation plans
  • Defined benefit pensions
  • Third-party administration (TPA) partnerships

A full range of services for plan sponsors

We put our extensive knowledge, skill and experience to work helping plan sponsors create competitive, efficient retirement plans for their companies and employees. We’ll compare the needs of your workforce against the strengths, weaknesses, services and costs of each provider to determine an appropriate solution for your company. Then we’ll advise you throughout the selection and management of the many available investment options. By helping you understand your choices and your responsibilities, and keeping you fully informed, you can make the right decisions for the future success of yourself, your company and your employees. Services we provide include:

  • Investment policy design
  • Management of Request for Proposal (RFP) process
  • Plan design consultation
  • Reasonable cost analysis
  • Selection and monitoring of plan investments
  • Selection and monitoring of plan recordkeepers and other vendors
  • Development, implementation and monitoring of an effective communication strategy
  • Updates on industry trends, regulatory changes and best practices
  • Portfolio model development and ongoing monitoring