Save Smarter. Work Less. Retire Better.

Looking for a customized retirement plan solution to save taxes, time, and money? We can help.

For Employers

We’ll analyze your options and custom-craft a plan that benefits you and your employees.

For Advisors

Accountants and Financial Advisors: We make it easier for you to serve your clients.

Grant Brown, VP and Jeffrey Brown, President

From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save.

Grant Brown, VP and Jeffrey Brown, President

From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save.

How we help you:

Accountant offering cost-saving customizations on retirement plans

Cost-Saving Customization

Take full advantage of the current tax law using our expert knowledge and technical software.

We partner with your advisors to better understand and optimize your tax and retirement planning. Put away retirement savings for you and your employees instead of sending those dollars to the IRS.

Team member offering personalized customer service

Responsive Personalized Service

We act as your extended HR department for 401(k) and Cash Balance plan needs and questions.

Each plan is assigned a dedicated plan manager that averages 20+ years with Compensation Planning. Relax. We’ll make the complex simple and help meet your fiduciary duties in administering the plan.

Employer getting expert guidance a retirement plan

Trusted Expert Guidance

We’re “Pension Nerds” that love problem-solving and educating clients, advisors, and ourselves.

We have two IRS Enrolled Retirement Plan Agents on Staff to represent you with IRS/DOL. They include a Professor inBryant University’s MST Program and an ASSPA Academic Achievement Award Recipient.

Our experts will brilliantly design and administer your personalized plan and proactively consult with you about changing laws and business needs.

Compensation Planning saves taxes, time, and money for more than 750 clients across Southern New England and beyond.

Start your optimized plan: