Our consulting services are available to help plan sponsors with a wide variety of Plan related issues.Consulting

Our consulting services are available to help plan sponsors with a wide variety of plan-related issues. Our consultants will assist you with each stage of your plan’s life, from the initial design of a new plan through the conversion process from one service provider to another and, if necessary, through plan termination.

Our team has the knowledge and expertise to meet your business needs while providing key services. We take a collaborative approach that begins with plan design and implementation and continues by monitoring your plan’s performance against your initial and changing objectives.

Our consultants have the knowledge, experience and expertise to address and resolve whatever IRS or DOL issues arise regarding sponsors’ qualified plans

 

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Wealth Management

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ESOP/KSOP

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Recordkeeping CertificationInvestment Advisory CertificationAdministrative Services Certification

 
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