We’ll analyze your options and custom-craft a plan that benefits you and your employees.
Accountants and Financial Advisors: We make it easier for you to serve your clients.
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.
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.
We have an Enrolled Actuary and two IRS Enrolled Retirement Plan Agents on Staff to represent you with IRS/DOL. They include a former Professor in Bryant University’s MST Program and an ASSPA Academic Achievement Award Recipient.