Plan Features

 ~Administration

IRS approved prototype documents, plan amendments, IRS compliance testing, and signature-ready IRS Form 5500.

 ~Investments

Offering a variety of mutual funds from leading fund families for our 401(k) plans, and professionally managed portfolios for our Profit Sharing and Money Purchase Pension Plans.

 ~Technology

State-of-the-art record keeping and accounting systems provided by our partner vendors allows 401(k) participants access to account information 24 hours a day, via telephone or Internet.

 ~Employee Education

"Hands on" enrollment and ongoing employee meetings, utilizing a variety of media to meet different learning styles.

 ~Client Service

We are here to serve you and your employees with a wide range of investment opportunities.  How we serve our customers is what makes us different from all the rest.  The experience and knowledge of our professional team gives us the ability to offer the expertise of experienced investment, business, and financial professionals with many different investment philosophies allocated in a manner that will meet the client's goals and objectives.