The New Way to success. advance. progress.

Our company has been in business for over 30 years, dealing strictly with qualified plans. We currently service over 700 plans, with approximately 200 of those being Defined Benefit Plans. Our specialities include plan design, implementations, and administration of both defined contribution and defined benefit plans.

Since we concentrate solely on pensions, we can focus strictly on the plan itself. We do not handle any investments, insurance, or banking. We also do not offer any investment advice. As a third party administrator, we are able to work freely with your CPA, Attorney, or Financial Advisor without any conflict of interest.

Our Team

What We Do

Selecting, customizing and implementing a plan can be a complex process. Our experienced staff will guide you through each step of the process.

Our expert staff has the tools to provide the necessary actuarial and administrative assistance to manage your benefit plan.

We have the expertise to help keep your retirement plan in compliance with federal laws and regulations.

We perform record keeping and administrative services in order to provide smooth and efficient plan operation.

We invest in the technology to help keep your plan tested and in compliance.

We help you with plan amendments, terminations and mergers as well as assist with IRS and DOL audits.

Services in Detail