We begun administering 401k plans in 1988. That's long before most companies
began offering their employees 401k plans. Our years of experience has
given us an expertise in all types of 401k plans.
Flexibility
We foster relationships that are financially independent from our investment
partners allowing you flexibility and choice in your investments. We can
work with any investment product or broker you choose and if you have
an existing broker we can work with them too.
Qualified Staff
Our highly qualified benefits administrators have years of experience
and training in 401k plans. On staff we have an ERISA attorney, Certified
Public Accountant, and Qualified 401(k) Administrators (QKA).
Personalized Service
401k plans can be complex and confusing. Our benefits administrators work
closely with each client to help them understand what the best options
are for their specific needs.
