"Helping you navigate your financial course"
The best retirement plans are those which are customized to fit your unique requirements, carefully crafted to fit your specific needs and the needs of your employees.
From the initial discussion of your retirement plan to its everyday management and adjustment, you can always depend on our specific, individualized approach toward your accounts. Call our office today, to schedule your initial consultation and learn more.
Develop a plan which meets your company's specific goals
Regularly review your plan's provisions to ensure it continues to meet your requirements
Select and monitor from approximately 15,000 investment options, allowing for a plan which uses only highly rated investments in each category
Invest in individual stocks, bonds, or mutual funds with a self-directed brokerage account
Receive plan documents and amendments
Complete plan reconciliations
Receive assistance in comprehensive plan audits
Receive comprehensive retirement plan services and administration that are tailored to fit your company's specific requirements.
Give us a call today to start planning your company's employee retirement strategy.
Determination of eligibility and vesting
Allocation of matching and profit sharing contributions
Recordkeeping of contributions, assets, gains, and losses
Daily pricing and account valuation
Participant loans, if allowed by your specific plan
Full discrimination testing – ADP / ACP, 415 Limits, 402(g) elective deferral testing and other participants and coverage tests may be required
Top-heavy testing protocols
Distribution of 1099s and 945s
5500 preparation and electronic filing
Custom education and enrollment multimedia programs
Design and monitoring of asset allocation models
Custom financial analyses to determine employee savings needs
24-hour interactive internet and telephone access for employees to make exchanges and receive account information
Easy-to-read, customizable quarterly participant statements