DEFINED BENEFITS
DEFINED CONTRIBUTION PLANS
Defined benefits & Defined contribution Plans
We work with Executives, Self Employed individuals, Large companies and Small business owners transitioning or enhancing their Defined Benefits plans and Defined contribution plans. We also work with companies who are looking for a higher level of fiduciary compliance and want to reduce their business’s fiduciary liability. We enhance defined contribution planning and bring the highest level of integrity to employees, executives, owners, and principals.
401(k) fee and benchmark analysis
Do you know what the fees in your 401(k) are costing you and your employee's? How is your 401(k) preforming compared to other companies? Give us some quick information for your free Benchmark Analysis.
Featured
Everyone automatically has an estate! That will be news to many who read this. What do you mean I already have an Estate? You literally have to do nothing to have an estate. An Estate by definition is “all the money and property owned by a particular person, especially at death.” In other words, all of your assets, personal property, real estate, life insurance, automobiles, etc. make up your estate. Nothing is required for you to have an estate. Your estate will be disbursed one of two ways. According to your wishes and directives or the governments and judges will decide for you and your family. Either you decide or the government will!
Business Services
