In today’s world of advanced technology, we are able to provide these services virtually by securely accessing the Company’s software.

 

Experience Working With Retirement Plan Software Programs:

  • ASC: Administrative, Government Forms, and Plan Documents
  • Custom designed Excel spreadsheets to prepare Nondiscrimination Testing
  • Datair: Administrative and Government Forms
  • FTWilliam: Administrative, Government Forms, and Plan Documents
  • Sungard Relius: Administrative, Government Forms, and Plan Documents

Experience

Over 20 years experience in the retirement industry.

Education

ERPA designation, Juris Doctrine, Bachelor of Business Administration

Strategy

Technical expertise that saves you money!