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- Services
Plan Design & Implementation
Creating the right plan for you
Administration & Consulting
Get trusted expert guidance
ERISA Compliance Resolution
Preserving your tax-compliant plan
Section 125 Cafeteria Plans
Pure savings for employer and employees
Pension Valuation For Divorce
Know what your pension is worth
- Plans
Qualified Plans
Overview of retirement plans
Defined Contribution Plans
Allocation to eligible employees
Defined Benefit Plans
Define specific retirement benefits
- Why Us
Our Process
Your optimized plan begins here
Third-Party Administration
Accountants & advisors trust us
For Advisors & Accountants
Exceed your client’s expectations
- Stories
Stories of Savings
Real examples of clients saving $$
How We Give Back
Local organizations we support
- About
Our Team
Meet the Comp Planning team
Contact Us
Send us a comment or question
Retirement Plan Limits
Annual limits for your retirement plan
ERISA Fidelity Bond
How to secure an ERISA Bond
Frequently Asked Questions
Get answers to common questions
Careers
Join our talented, dedicated team