Retirement Plan Services

Our dedicated team of retirement plan specialists will create a custom service model that aligns with your goals. Between the ever changing regulatory environment, and the retirement savings epidemic, managing a retirement plan can be both overwhelming and time consuming. With our expertise we will not only work to make your life easier, but also provide solutions to the following questions:

Enhancing Participant Outcomes:

Protecting the plan fiduciaries:

About our designations:

As a team of specialists, we have earned a number of retirement specific designations. Here is a description of each:

Created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration.

Designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. This provides us with the unique ability to be a Co-fiduciary (aka 3(21) fiduciary) to your retirement plan.

Created by Institute of Business and Finance, CFS designation holders learn to excel in advanced topics such as fund analysis and selection, asset allocation, and portfolio construction.  In addition, professionals will gain sophisticated investment strategies for risk management, taxes, estate planning and advanced courses on mutual funds, ETF’s, REIT’s, closed-end funds, and similar investments.