Designing and managing a retirement plan shouldn’t feel complicated, time-consuming, or uncertain.
We help businesses create and maintain retirement plans that are efficient, compliant, and strategically designed to support both owners and employees.
Our focus is simple: build retirement plans that reduce administrative burden, improve tax efficiency, and maximize long-term value—for your business and your people.
What We Do
We provide end-to-end retirement plan solutions, including design, implementation, and ongoing administration support.
Plan Design & Setup
- Custom 401(k), profit-sharing, and cash balance plan design
- Safe harbor plan structuring to simplify compliance testing
- Plan selection based on business size, goals, and workforce structure
- Coordination with custodians, and payroll providers
- Seamless plan onboarding and implementation
Advanced Tax-Advantaged Strategies
- Cross-tested plan design for owner-focused allocations
- Cash balance plan integration for high contribution limits
- Profit-sharing optimization strategies
- Tax-efficient retirement savings structures for business owners and executives
Ongoing Plan Administration Support
- Ongoing Third-party administration
- Annual compliance testing oversight (ADP/ACP, 5500 filings coordination)
- Plan amendments and regulatory updates
- Operational support for plan changes and employee eligibility tracking
Investment & Fiduciary Support
- Investment lineup design and review
- Assistance with fiduciary best practices and documentation
- Benchmarking fees and plan performance
- Participant investment education support (when applicable)
Who We Serve
- Small to mid-sized businesses
- Professional service firms (medical, legal, accounting)
- Closely held corporations and partnerships
- High-income business owners seeking tax-efficient savings strategies
Why Work With Us
- Integrated plan design and administration
- Focus on maximizing value for business owners while staying compliant
- Deep expertise in advanced plan structures (cash balance, cross-testing)
- Long-term strategic support as your business grows and evolves
Build a Better Retirement Plan
A well-designed retirement plan can reduce taxes, strengthen employee retention, and significantly increase long-term wealth for business owners. Let’s design a plan that works harder for your business Schedule a consultation today to get started.