Who We Serve

From law firms to retail, manufacturers to non-profits, we have the knowledge and skill to help retirement plans in industries of all types. Here are just a few of the sectors we serve.

Law Firms

Law firms have particular challenges around retirement plans, typically sponsoring multiple plans for associates and partners in order to maximize deferral opportunities and tax efficiency while serving the recruiting and retention needs of the firm.

Manufacturing

We have many manufacturing clients and support them with plan designs that can accommodate the needs of what can be a low margin, higher turnover business. We have worked closely with our manufacturing clients to implement plan designs that help maximize participation and deferrals across the entire workforce so that there are no issues with discrimination testing.

Retail

Retailers have different staffing and employee turnover challenges than most other businesses and we work closely with our retail clients so that we have plan designs and processes implemented to ensure a plan that minimizes HR staff involvement in the eligibility and enrollment process, while ensuring that everyone gets the offer they should.

Healthcare

We have healthcare plans ranging from hospitals to doctors professional practice organizations. With these clients we help design, implement and operate plans that can accommodate a wide range of employees with high mobility and frequent shift, schedule and status changes while helping maximize contributions and tax efficiency.

Not-For-Profit

Not-for-profit organizations struggle to compete for talent with private corporations. We work closely with our NFP clients to offer high-quality, low-cost 401(K) plans which are critical for recruiting and retention. In addition to cost efficiency, most of our NFP clients appreciate our flexibility in how we interact with HR and IT staff formats and processes which they can easily implement and operate with minimal resources.

Religious Organizations

While church plans are not subject to the same rules as 401(k) plans, the best ones operate their plans with the same level of rigor. We provide services to a range of religious organizations.

Professional Services

Consulting firms, CPAs and other professional service firms require high-quality, high-touch 401(k) plans for recruiting and retention and often need non-qualified plans for top management. We help them design, implement and operate qualified and non-qualified plans to meet all of these needs.

Financial Services

Our financial services clients range from banks to private equity, investment advisory and CPA firms. Due to the nature of their employees, financial services firms may have more sophisticated plan designs, multiple plans, and more complex investment menus and options including self-directed brokerage accounts. We have experience designing, implementing and operating such plans.

Who We Are

We help companies efficiently and effectively run retirement plans so their employees will be able to retire. We are not investment advisors.