Services


Unique Capabilities


 

  • Using pre-tax dollars in purchasing commercial real estate and life insurance
  • Specializing in 24-hour Black-Out Periods
  • Ability to fully establish retirement plan within 24-48 hours
  • Providing Investment Policy Statements

Services


 

  • 3(16) Fiduciary Services
  • Defined Contribution & Defined Benefit Plans
  • Loans Services & Hardship Withdrawals
  • Online Access to Account Information
  • IRS Form 5500 preparation
  • New Comparability Plans
  • Quarterly & Annual Statements
  • Top Heavy & ADP/ACP Testing
  • Compliance Consultation
  • Trust Documents, Adoption Agreements, & Summary Plan Descriptions