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Plan Administration
Maintaining a retirement plan can be a nightmare. There's no shortage of
"government red-tape" in retirement plans. So it's important to have a "third-party"
administrator you can trust.
We do administration differently from most other companies. As a result, our
clients are overwhelmingly
satisfied
with our work. Here's a few things that make
us different from other administrators:
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Your plan is assigned to a permanent consultant, you don't have to talk to
someone different every time you call our office with a question. You and
your consultant will get to know each other. You'll come to rely on
your consultant's expertise.
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All of our consultants have college degrees with many years of experience
in retirement plans. Your important questions will never be
answered by a "summer intern." All of our consultants have an ownership
interest in the business. They care about you as a client and want more
than anything for you to be
satisfied.
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We provide complete consulting, Allocation Reports, Actuarial Valuations,
Annual Reports (Form 5500) and Individual Distribution services. We can
perform proposals, projections and answer all of the "what ifs."
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And for all of this personal service, our
administration fees
are among the lowest in the industry.
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