We are a small, hands-on third party retirement plan administration firm. We are a fee for only business and do not gather assets nor invest on behalf of our clients. Our services are strictly client-oriented. We provide plan designs and documents to meet the needs of plan sponsors (employers) in a way that no boilerplate prototype can do. All of our plan administrators are credentialed by industry certifying agencies. Our firm is one of 35 in the US to receive the CEFEX (Center for Fiduciary Excellence) designation. Our attention to detail is impeccable and since our inception in 1979 we have not lost an IRS or DOL (Department of Labor) audit on behalf of any of our clients. Some ...
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