We conduct quarterly "Concierge" calls with our active advisors to help them service our joint retirement plan clients. We also give advisors marketing ideas to attract and close new clients.
We help setup and maintain effective retirement plans. Annual plan meetings are held to educate and review the plan provisions. Processes and procedures are also reviewed to make sure we are meeting your expectations.
We help governmental entities outsource their retirement benefits to a trustworthy provider that has customizable solutions. Life insurance, one on one education and investment models are some effective solutions we offer.
We help participants through respectful customer service by providing expectations on processes that help them with their retirement plan goals.
We provide effective solutions for CPAs, TPAs or banks who want to establish a MEP and a branded recordkeeping service without the overhead.
The number one cost in any retirement plan is the employer contributions. We have 35 years in designing plans to meet your expectations.
Contribution calculations, required testing, governmental filings and implementing tax law changes are all important outcomes we provide to retirement plans.
Our open-architecture daily trading solution called Gazelle easily integrates with payroll exports, 3(38) managers and fee based investment advisor payments.
We understand that employers would rather focus on what they do best than being the fiduciary of their plan. Our fiduciary services take on all the risk as we follow a 150 point checklist to make sure all aspects of the retirement plan are being done with the highest standard.
The government requires certain disclosures based on a specific format and timing. This service will delegate the notice process due dates, format and delivery of the participant notices to us.
Third party administrators and banks have the option to have a branded recordkeeping solution with the economies of scale of a MEP (Multiple Employer Plan). Very low entry costs to setup and mass plan data imports for year end compliance are available for Relius and ASC users.
The young entrepreneur knew he wasn’t going to marry the boss’s daughter so he took a risk and started his own company.
We are certified by an external independent auditor that reviews our processes and procedures annually.