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How long has it been since your company's qualified plan strategy was implemented?  Is it meeting the company's objectives?  We specialize in the design and re-design of qualified plans for small to medium sized companies and we can help you ensure that your qualified plan strategy is still on target.  Please browse our website to get a feel for what we can do for you and then contact us with any questions you might have.  We look forward to hearing from you!  Feeld


Photo by Manu Mohan

Mike Preston awarded the 2017 Burrows Award 


        ... click here to read more ... you.

We have been helping companies and professional service firms with their qualified plan needs for over 30 years. We'd like to help you, too. Our client service professionals have a commitment to staying abreast of the latest in qualified plan design and implementation strategies. To that end, we attend and are frequently discussion leaders or speakers at multiple technical industry conferences each year.

We provide qualified retirement plan solutions for traditional defined benefit plans, cash balance plans, 401(k) plans, profit sharing plans and money purchase plans.  We specialize in qualified plan design,  administration, plan termination services, qualfied plan consulting, non-discrimination testing and expert testimony in ERISA and actuarial matters.

Look here for a few recent case studies that underscore our services.

Look here for links to other qualified plan resources and sample forms you might find useful.

Whether or not you already have a qualified plan (or two), let us analyze whether what you have is meeting your needs.  With 60+ years of experience and an industry-leading specialty in compliance with the non-discrimination rules applicable to all types of qualified plans, we can suggest a design that maximizes benefits for the key decision makers you work with.  Give us a call today!
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