For Business Consulting We currently advise over 150 institutional
clients on everything from employee retirement
plans to insurance benefits. Our wealth
of knowledge spans all aspects of
employee benefits, and we’re happy to
offer that advice to each of your
employees. We also have an extensive
network of professionals that can handle
your every need.

We offer:


Our agents offer a wealth of industry knowledge
and are ready to pass that expertise
on to you and your employees.


Our network of industry professionals is expansive,
allowing us to offer more than just financial and
insurance package designs and administration.


We’ll develop a custom meeting plan to discuss
the aspects of your benefits package
that matter most to you and your employees.

Frequently asked

A boutique TPA makes a plan sponsor’s life easier through competent administration, efficient plan design, and administrative expertise. They advise and support the plan sponsor on all their duties to ensure the plan remains qualified and tax deferred.
An IPS is a written document that provides guidance for a retirement plans’ trustees and investment professionals regarding the selection and management of investment assets based on established and documented investment goals and objectives. When used properly, this document can limit liability, provide consistency, and set expectations for investment performance.
Employee Retirement Income Security Act, (ERISA), is a federal law that sets standards of protection for individuals in most voluntarily established, private-sector retirement plans.
Open architecture plans allow retirement plans to invest in funds from a wide variety of mutual fund families. In an open architecture fund inclusion is based on the individual merits of each fund.
With an open architecture 401(k) platform, all fees are transparent. In addition, the Plan Sponsor (the business owner) can select from the entire mutual fund marketplace, including many institutional class funds.

Let’s talk about
your future.

We’ll customize a plan that’s right for you.

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