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Qualified Plans

We assist our clients with every aspect of their company sponsored retirement plan. From design, to installation, to conversion and back, we are there to make everything run smoothly

Our Commitment

As a Plan Sponsor you deserve a smooth running retirement plan. As a plan participant you deserve a platform that can guide you towards a successful retirement. Our commitment is to work with both of you to deliver a plan that meets those goals. We are committed to this industry; we take pride in it; we want you to share that feeling. 

Our Guiding Principles

Education. Understanding. Respect. Be sure everyone has an understanding of why they are or why they should be saving for a more secure retirement. Provide everyone with education about plan benefits, cost, investments, and results. Treat everyone with the respect they deserve, regardless of their level of participation, income, or title. 

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

What Is a Roth 401(K)?

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Read more.

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you. Read more.

Choosing a Retirement Plan that Fits Your Business

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider. Read more.

Catch-Up Contributions

The “catch-up” provision allows workers who are over age 50 to make contributions to their qualified retirement plans in excess of the limits imposed on younger workers. Read more.

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