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Plan Design


Plan Termination



We offer a full range of Qualified Retirement Plan services, including plan design, complete annual administration and plan termination services.

We perform these services for 401(k), Defined Benefit, Profit Sharing, Money Purchase and Target Benefit plans.

We do not, however, offer investments or investment advice. We believe in the old adage "two heads are better than one". Having administrators and investment professionals who are independent from one another eliminates any possible conflicts of interest.