Qualified Plans

Client Centered

The continuous increase in scrutiny forces plan sponsors to be certain that they fulfill their fiduciary responsibilities. Areas such as expenses, investment performance, and employee education are the focus of regulators today.

Our services focus on SIMPLE IRAs for small businesses, 401(k) plans with a minimum of $1 million in assets, and defined-benefit plans in excess of $250,000. We have access to numerous options and work closely with you to help you fulfill your due diligence responsibility. Retirement plans are often put into place to provide a benefit that will help you retain and attract talent. Unfortunately, today this benefit comes with a lot of regulatory scrutiny and you need to be careful.

With access to dozens of different investment options, we can work with you to help provide a benefit that meets your and your employees needs.