Employer Services


Business Services

  • We evaluate employee benefits including 401(k), pension, or profit sharing plans
  • We provide a full range of  services to employee benefit plan sponsors, trustees, plan officials, and service providers:
  • Fiduciary Liability
  • Audits Compliance
  • Advice on ERISA Issues
  • Asset Management
  • Independent Fiduciary
  • Executive Benefits
  • Employee Education
  • Investment Policy Statement

Retirement Plan Design
  • Provide customized pension and profit sharing plans to fit the financial and benefit objectives of the employer.
Professional Referrals

We work with your own Business and/or Personal Tax Professional to enhance the suitability of your personal financial strategy. If you need to build your network of professional advisors, we can refer professionals in the following areas:
  • Business Transaction Attorneys (contract/litigation)
  • ERISA Attorneys
  • Estate Attorneys
  • Real Estate Attorneys
  • All Aspects of the Real Estate Transaction
  • Business Valuation
  • Payroll/Bookkeeping/CFO Services
  • Third Party Administration – Qualified Plans
  • Marketing
  • Web Design