We have a seasoned team with more than 40 years of experience in qualified plans, that specializes in addressing the unique and varied needs of employers and institutions looking to maximize the impact and benefit of the qualified plans they have put in place for their valuable employees. We also work with those organizations entering the qualified plan arena for the first time that need to be educated about the myriad of options available to them from both a benefit and leverage point of reference.

Qualified plans and the laws that regulate their operation are complex and ever changing. We serve as your in-house experts providing guidance, education and opportunity with the goal of ensuring you are getting the most out of your plan and its benefits.