Why Choose Us?​

Our Plan-Crafting Process

Your optimized plan begins here.

From design and implementation to administration and consulting, we see that your plan stays compliant and is administered with a level of care and expertise that allows you to dedicate your time to focus on your business.

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DISCOVER

Get to know you.

Tell us your goals (retirement savings, tax savings, employee retention, etc.). We'll gather information on your employees, other businesses you may own, and current plan (if applicable).

DESIGN

Analyze, educate, and recommend.

We craft custom solutions to meet your objectives based on our expert understanding of the law. We'll explain our recommendations and your options in understandable terms to finalize your plan.

IMPLEMENT

White glove service.

We draft plan documents, employee notices, and work with your advisor to establish investment accounts and host an enrollment meeting. We’ll guide you through the process and answer any questions along the way.

MANAGE

Saving you time, money, and stress.

A dedicated retirement plan manager keeps your plan compliant and optimized. We're professional hand-holders for our partners and clients. We make recommendations in response to new laws and your changing business needs.

We'll 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.

Why Choose Us?

Your third-party administrator (TPA)

Woman searching for employee retirement plans

We offer savings and peace of mind for retirement plans sponsors.

From design and implementation to administration and consulting, we see that your plan stays compliant and is administered with a level of care and expertise that allows you to dedicate your time to focus on your business. 

We work closely with your accountant and advisor to coordinate a solution that best supports your business objectives and personal financial goals. 

Our plan design always takes the latest laws into account, to ensure that we’re most cost-effectively maximizing benefits for owners, helping attract and retain key talent, and enabling employees to have a dignified retirement.

Man looking at retirement plan savings chart

We're the retirement plan experts that accountants and advisors trust.

President Jeff Brown and Vice President Grant Brown are two of only four IRS-Credentialed ERPA (Enrolled Retirement Plan Agent) in Rhode Island. 

This designation allows them, with client consent, to interact with the IRS on any plan matters. Jeff has taught a course on Qualified Retirement Plans in the Masters in Taxation program at Bryant University for the past 40 years, while Grant received national recognition for mastering the capstone Certified Pension Consultant exam. 

Both Jeff and Grant provide numerous continuing education classes on retirement plans throughout the year.

Man searching for best employee retirement plan

Exceptional service and communication are important to us.

Our job doesn’t end once we implement your retirement plan. 

We know that sophisticated plans can require a dialogue to make sure that we’re best achieving your goals, and that you and your company understand how we’re doing so. Given the many compliance testing options, it takes expertise to see that a plan is also creatively administered to cost-effectively achieve your objectives. 

That’s why our local team of experienced professionals – who average over two decades in the industry – is available to our clients and their advisors as a resource to respond to any questions they may have about the operation of their plan.

Start your customized retirement plan analysis.

Why Choose Us?

A trusted partner for advisors & accountants

You want the best for your client. We'll make you look good so you can exceed your client’s expectations.

Benefits for

Financial Advisors​

Exceptional Service

Beyond point-of-sale consulting (with or without your involvement), we can assist with enrollment meetings, vendor searches, and plan implementation.

Combining Our Expertise

Leverage our insight into the 401(k) marketplace, investment options, and overall financial planning with your knowledge of available funds, managers, and the markets to create the best outcomes.

Benefits for

Accountants

Exceptional Service

We include you in discussions and communications for final contribution amounts to limit the client’s taxes and ensure timely deposits and reporting.

Combining Our Expertise

Leverage our understanding of compliance testing, QBI deductions, and payroll tax implications with your understanding of the client’s full tax picture to maximize tax savings.

Benefits for Financial Advisors​ & Accountants

Lightning-Quick Turnaround Times

We offer 24- to 48-hour targeted turnaround time for contribution numbers during tax season

Flexible/Creative Solutions

If you or your client can express what they want to accomplish, we are confident that, if there is a legal way to do it, we will have the solution. If desired, we can often provide larger benefits to select employees, exclude certain employees, track non-traditional investments, and/or save $100k+ additional in the most cost-effective way by using our knowledge of the law and technical software.

Answers to your Toughest Questions

Contact us at no cost, save yourself research time, and most importantly get the correct answer on 401(k), DB, and SEP/SIMPLE IRA questions for your client - even they're if not our client or prospect.

Tell us more about your client/prospect for us to prepare a FREE analysis of their options.

We also offer no cost on-site Continuing Education Seminars if you would like to have us come present at your firm for 1 or 2 CE credit hours. We have previously presented the topics below, but can adapt the presentation to any additional retirement plan subject matter you request.

  • Retirement Plan Design and Compliance for Small Business Owners
  • Qualified Retirement Plans Strategies: Post Tax Cut and Jobs Act
  • Retirement Plan Myths and Misconceptions
  • Defined Benefit and Cash Balance Plans: A to X(Spouse)
  • TV Guide to Retirement Plans
  • Qualified Plan Distributions
  • 401(k) and DB Plans: Top 10 Cost and Tax Savings Tricks
  • A Financial Advisors Guide to Retirement Plans and Increasing AUM

Praise from our advisor & accountant partners:

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