Our systems are designed to service nearly all forms of qualified
defined contribution retirement plans, which include;
Profit Sharing Plans
Money Purchase Pension Plans
Safe Harbor 401(k) Plans
Prevailing Wage Plans
Multiple Employer Plans
One Life Plans
To allow for plan design flexibility our service systems support Employer Contribution Allocation Formulas of Nonintegrated, Integrated, Points, Age Weighted, New Comparability (Cross Tested), and Age Neutral.
Our service systems have been designed to address nearly all aspects of plan operation. Our comprehensive service offering includes benefit distributions, participant communications, compliance testing, trust valuation and reconciliation, 5500 Reporting, and plan documentation.
Our firm is strictly a "TPA Service". We do NOT offer any services related to the sale of investment products. We believe that our focus must be exclusively directed toward the administrative services needed to operate a qualified retirement plan. A "jack of all trades is a master of none".