• There’s finally someone who can get your payroll and 401(k) to shake hands.

    Don’t let your Payroll service determine your 401(k). Get the convenience of a custom integrated solution that links payroll and retirement, no matter who you’re with for payroll or 401(k).

  • Eliminating liability starts with understanding what you're liable for.

    Forming a company limits a lot of personal liability, but it gets tricky when it comes to retirement plans. The fact is, liability for the plan’s operations filters down personally to all owners, officers, and even the employees who control the plan. This is true even if you aren’t aware of or didn’t agree to assume such liability.

  • Let us take on your personal liability.

    The U.S. Department of Labor recognizes that companies will almost certainly hire service providers to assist them with fulfilling their fiduciary responsibilities. We’re interested in taking on that personal liability by becoming your 402(a) Named Trustee and Plan Administrator,

  • It would be great if selecting a fund lineup was easy.

    There’s no need for hopes and wishes. We provide a strong core 3(38) Fiduciary fund lineup. What’s unique about us is that we can create custom Fiduciary lineups designed just for you. We’ll look at your current (or desired) fund lineup and qualify each fund individually against our Investment Policy Statement. It’s an easy way to get what you’re looking for without the addition of personal risk.

  • What's the difference between 401(k), Recordkeeping, Third Party Administration (TPA)?

    Understanding the services is important because you want to make sure you’re not paying for the same service twice. The 401(k) is just the retirement vehicle…it’s a definition, not a product. The Recordkeeper keeps track of everything to make sure your investments are secure. The TPA writes the retirement plan documents, prepares employer and employee benefit statements, and ensures the plan is in compliance with IRS non-discrimination requirements.

  • Can you help us with just one thing?

    To keep it simple, the answer is yes. We can help with Payroll Integration, TPA services, Recordkeeping, Fiduciary Investment Services, and/or Fiduciary Trustee services. Many of our clients “Make it easy” by bundling everything into what could be called, “401(k)” and some of our clients “Keep it simple” by selecting one or two of these services. Our goal is to produce a full analysis, provide you with all material information, and partner with you to determine which decision benefits you.