Specialists in Retirement Plan Consulting, Administration, Trust Accounting, and Actuarial Services

Our goal as a company is to provide the highest quality consulting, administration, and trust accounting services to each of our clients through excellence in design, administration, and accounting of pension and other qualified plan programs. We operate independently of insurance companies, stock brokers, banks, trust companies, legal, and accounting firms. We are a company whose only product is our administrative services and our advice. We specialize in small plans, typically with less than 50 employees. Professional Service Organizations (Physicians, Lawyers, Dentists, Accountants, Veterinarians) are our subspecialty.

Member of the National Institute of Pension Administrators

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