Freeing up your time to lead, not administer.

Serving as a plan sponsor comes with real responsibility, and without support, it can absorb time better spent growing your organization. We help you maximize plan benefits while staying tax efficient, serving as a seamless extension of your office. Through every phase, we work closely with you to keep your plan aligned with your institution’s preferences and mission.

Services Include

401(k) Plans — The most common employer-sponsored retirement plan, suited to organizations of any size.

401(k) Profit Sharing Plans — Combines employee deferrals with discretionary employer contributions.

Simplified Employee Pensions (SEPs) — A straightforward, low-cost option well suited to small businesses.

SIMPLE IRAs — An easy-to-administer plan designed for smaller employers.

Safe-Harbor 401(k) Plans — Simplifies compliance testing while guaranteeing contributions to employees.

Owner-Only/One-Person 401(k) Plans — Built specifically for business owners with no other employees.

Profit Sharing Plans — Flexible employer contributions based on company performance.

Age-Weighted/Comparability Profit Sharing Plans — Allocates contributions based on age or role, not just salary.

Defined Benefit Pensions — A traditional pension structure providing a set retirement benefit.

Third-Party Administration (TPA) Partnership — We coordinate with your TPA to keep plan administration seamless.