Questions? Feedback? powered by Olark live chat software
7 out of 10 small businesses do not offer a 401(k) plan.
— Bloomberg Businessweek

That doesn't seem right to us. Working together, we can make a difference. We partner with financial advisors, CPAs and attorneys to bring retirement plan solutions to small businesses. 

Why Partner With Us


Non-producing TPA

We want to partner, not compete for business. We do not provide investment advisory services, nor do we want to. We're happy managing the technical aspects of compliance and administration.


Deep Knowledge of Vendor Platforms

We pride ourselves on our independence. Our broad knowledge and experience with a large variety of vendors gives us the flexibility to tailor our service to you.


Ethics Driven

We ruthlessly protect our independence. We do not accept sales commission awards from vendors, and maintain strict adherence to the ASPPA Code of Ethics.

Credentialed and Experienced Team

We serve hundreds of local businesses, and partner with many financial advisors, CPAs and attorneys. After 10 years of compounding knowledge, we're confident we can handle the most complex of technical issues.

Our staff includes IRS Enrolled Retirement Plan Agents, Certified Pension Consultants and Qualified Pension Administrators.


Unmatched Accessibility

Our subject matter experts are available by phone or email to answer your questions. We provide direct access at no cost to you.

We have dedicated resources and a menu of services to help you develop new business. At your request, we'd be delighted to support you with:

  • Plan Design Illustrations
  • Vendor Reviews
  • Proposals
  • Joint Prospect Meetings and Finalist Presentations

Sales are important, but relationships are priceless.


We work hard to earn your trust by offering an ongoing service platform to you and your clients.  







sponsor and advisor education

Hands on support

We are dedicated to serving the many advisors we work with today, and building relationships with new ones.
If you need anything, just ask us.