We work with a wide variety of qualified retirement plans which include:
All of our administrators are certified through
ASPPA or NIPA
Very competitive fees
-we are able to keep in close contact with each of our clients
-we deliver prompt assistance in report and plan preparation
-we respond to client requests and questions quickly
-we also have a designated Contribution/Distribution Specialist to ensure that
contributions, loans, and distributions are processed efficiently.
We believe that service to our clients is the mainstay of our company.
It is our company philosophy for each consultant to prepare the required work for a client from beginning to end.