There are a variety of retirement plan platform providers, but not all are created equal. Our only business for over three decades is creating and managing the most tax advantaged qualified plan design that integrates the needs of the business, owners and employees. We have designed an evaluation process to match the right retirement plan record keeping platform with the right client. For example, our firm has established protocols and resources to ensure our systems and the platform’s systems are synchronized with current information, minimizing risk of misunderstanding and errors.
You don’t have to be an expert on all the products and platforms in the marketplace. We will be the experts for you. Our focused and disciplined criteria in working with select national platforms provides us the scale and status to work with top management, thereby optimizing the resources available to you.
Our peer review process ensures the highest quality data, reporting and answers as required by government regulations. We have redundant systems and disaster recovery methodologies, ensuring a one-business day return to operations.
We have procedures and systems in place to protect the confidential data that you provide our firm.