We listen. Answer your questions. Keep you informed. Make sure you understand your plan. Plus you'll work directly with an enrolled actuary who understands the whys of benefit planning, not just the hows.

401(k) Plans

If you’ve considered establishing a 401(k) plan for your company but didn’t know where to start, have no fear – we can help.

Defined Benefit Plans

A Defined Benefit/Cash Balance plan may be considered when reviewing retirement plan options.

ESOP Plans

An ESOP is a retirement plan that provides a company’s workers with an ownership interest in the company. With an ESOP, companies provide employees with stock ownership, typically at no cost to the employees.

Profit Sharing Plans

Always custom-fit to your specific needs, contributions to a profit-sharing plan are discretionary, you don’t need profits in order to make contributions, and there is no set amount that must be contributed.