- Plan Installation
- Participant Record Keeping
- Compliance Testing
- Investment Advisory & Education
- Government Forms Preparation
Our consultants custom tailor each program to best meet the employer-client’s needs, while still providing a benefit appreciated by the employees:
1. Retirement Plans
- SEP’s
- SAR-SEP’s (Pre-1997 plans are grandfathered)
- SIMPLE plans
- Profit Sharing Plans, including New-Comparability
- 401(k) Plans
- 403(b) Plans
2. College Savings
- 529 Plans
3. Cafeteria Plans
- Premium Only Plans
- Flexible Spending Accounts