Retirement Plan Services

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Unique Services for Plans Like Yours

Smaller retirement plans with less than $10 million in assets and fewer than 100 participants have unique needs. You need the independence and objectivity you would expect from a regional CPA firm – and whether you realize it or not, you need to understand exactly what fees your plan is paying.

Plan Design Services. Your business is unlike any other, so its retirement plan should be designed specifically for it and its needs.

Plan Administration Services. Participant recordkeeping and reporting. Enrollment. Distribution processing. Governmental compliance and reporting. How do you keep it all straight?

Fiduciary Assessment and Consulting Services. How well does your plan's decision-making process meet a defined global fiduciary standard of excellence with the goal of improving the plan's long-term performance?

Service Provider Search Services. Are you confused by the process of selecting plan service providers? You don't have to be.

Services for Physicians and Dentists. Is your business a physician or dental practice with a plan under $10 million in assets and fewer than 100 participants? If so, we've got your prescription.