The solution to your Compliance, Document,

and Administration needs.

Plan Documents

We provide plan design and implementation services to meet your needs.  We will draft and amend plan documents using your current document provider.  Documents prepared are:

    • Plan Document
    • Amendments
    • Resolutions
    • Summary Plan Description
    • Employee Notices
    • EPCRS’ VCP Application

We understand the amount of red tape involved to keep up with the IRS and its constant changes!  We will review plan documents for your clients to ensure that required restatements and interim amendments have been adopted timely.

If a plan terminates, we can help with that too!  We will prepare the amendment and the IRS filing, if the plan so chooses to file for approval from the IRS of the plan termination. We also review Qualified Domestic Relations Order and provide technical consultation.

Annual Reporting and Government Forms

 We offer a variety of services to help you with your annual administration needs. We have vast experience in preparing asset reconciliation and trust accounting for retirement plans to assist with the preparation of the annual valuation report and the appropriate 5500 forms.


Over 20 years experience in the retirement industry.


ERPA designation, Juris Doctrine, Bachelor of Business Administration


Technical expertise that saves you money!