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Plan design and strategy consulting


You want to be sure that the strategy and design behind your overall retirement plan for your business and employees is in line with your business objectives.  We can analyze your current plan(s), and evaluate the financial and benefit implications of alternative designs which typically means the right mix of defined  benefit, defined contribution, and nonqualified deferred compensation plans.  When we are done your programs will meet the needs of your current and future workplace.


Actuarial services

 We have the experience to manage the risk of maintaining your programs, including sound financial planning, the right plan governance, funding, accounting, and benefits.

Defined contribution plan consulting


Defined contribution retirement plans have taken a prominent role in an organizations' total rewards strategies.  We offer comprehensive consulting services for all types of defined contribution plans (profit sharing, money purchase, and 401(k) plans). 


Compliance and regulatory management

 Compliance and regulatory management for all types of retirement plans are complex.  We will keep you on top of the regulatory landscape and hlep you with the effective management and administration of you plans.

Multiemployer plans


We have the demonstrated expertise to deliver the best results for your plan members.  We work with plan trustees, legal consel, and your accounting professional to ensure your plans deliver the desired outcomes.