We serve as fiduciary retirement plan advisor to over 40 employer-sponsored plans across the region - handling design, investments, compliance, and employee education so you can focus on running your business.
As your plan’s fiduciary advisor, we handle every aspect of your employer-sponsored retirement plan - from initial plan design through ongoing investment management, compliance coordination, and employee enrollment meetings. We work alongside your TPA and recordkeeper to keep your plan running smoothly and your fiduciary obligations fully documented.
We analyze your workforce, cash flow, and goals as a business owner to design the right plan from the start. That means matching the plan type, vesting schedule, and contribution structure to what actually works for your business - not a generic template.
We serve as a fiduciary investment advisor, selecting and monitoring your plan’s investment lineup, managing the ERISA documentation, and ensuring your plan passes muster on fees and fund performance - protecting you and your employees.
A retirement plan only works if employees use it. We conduct enrollment meetings, one-on-one education sessions, and annual updates to drive participation and help your team make informed investment decisions - increasing the value of the benefit you’re providing.
Every business is different. We help you choose and manage the plan structure that best fits your workforce, your budget, and your goals as an owner.
The most widely used employer plan. We help you design the plan, select and monitor investments, meet your fiduciary obligations, and maximize contributions for owners and key employees - while keeping costs competitive for your business.
Reward your team when the business performs. Profit sharing plans give you flexibility - contributions are discretionary year to year, making them ideal for businesses with variable cash flow who want to incentivize employees without a fixed commitment.
For business owners looking to accelerate retirement savings well beyond 401(k) limits, a cash balance plan can allow contributions of $200,000 or more annually depending on age. We work with your CPA to design a plan that maximizes your deduction and your retirement assets.
A straightforward, low-cost retirement benefit for small businesses with 100 or fewer employees. Simple to administer, no annual filing requirements, and a meaningful benefit that helps you attract and retain quality employees.
Ideal for self-employed individuals and small business owners who want high contribution limits with minimal administrative burden. SEP IRAs allow contributions up to 25% of compensation - making them one of the most efficient retirement tools available.
“A well-run retirement plan is one of the most powerful tools a business owner has - for attracting talent, rewarding employees, and building your own retirement wealth at the same time. We treat it that seriously.”
Rem Cooper & Darrin Wall, Managing Partners
We offer a complimentary plan review - no obligation, no commitment required. We’ll benchmark your current plan against industry standards, identify areas for improvement, and show you what a true fiduciary advisor relationship looks like.