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.

For Retirement Plan Sponsors

Benefit plan audits. Don’t view this as a necessary evil. You can actually get information from your plan to help you achieve your business goals – and with limited distractions to you and your staff.

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.

PlanCompare™. Are you paying too much for your retirement plan? Getting too little? How do you know? ERISA requirements can be easy to understand, but hard to comply with. A unique plan benchmarking service helps you compare apples to apples – and stay compliant.

For Retirement Plan Advisors

Free 401(k) Sales Champion Workshop – Your plan sponsors depend on you to provide them with the tools, resources and information they need to help them prepare their company’s employees for retirement. The acclaimed 401(k) Sales Champion Workshop will give you the proven methods you need to succeed. Click here to learn more.


Contact us for more information about our retirement plan services. Or get more information by reading articles in our benefit plan article bank.