Services Offered

  • Plan Administration
  • Actuarial Services
  • Plan Terminations
  • Plan Restatements
  • IRS Plan Audits
  • Individual Consultation

    • PLAN DESIGN AND DOCUMENTS

  • Profit Sharing Plans
  • Defined Benefit/Target Benefit Plans
  • 401(k) Profit Sharing Plans
  • Section 125 "Cafeteria" Plans