Business Services

Retirement Plan Services

Many business owners want to offer their employees a retirement plan, but aren’t sure how to implement one that is competitive and affordable. Our expert technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present a custom solution designed to strategically balance the needs of your company and plan participants. Covering the full spectrum of corporate retirement plan products, we help you determine an appropriate solution for your business.

The type of retirement planning solutions we support include:

  • 401(k)s and 403(b)s
  • Multiple Employer Plans (MEP)
  • Cash Balance Plans
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Non-Qualified Supplemental Deferred Compensation
  • Pension Plans

To help you minimize the amount of work you have to do, we also offer a number of services designed to help you reduce your fiduciary liability, optimize company retirement plan contributions to achieve objectives, and evaluate your plan service providers, including:

Fiduciary Services

Liability is a significant concern for many business owners. Plan sponsors often struggle to address the challenges of regulatory and ERISA compliance, manage fiduciary risk, and adequately prepare participants for retirement. We adhere to the highest standards of fiduciary excellence in the investment selection process and assist with the preparation and review of investment policy statements, vendor searches, investment performance measurement, and fee benchmarking, among other services.


We want you to be comfortable with what you are paying for the cost of the investments, recordkeeping, and administration of your plan. To determine the competitiveness of your plan and other available options, we provide due diligence market analysis and independent cost benchmarking on a regular basis. By doing so, we can leverage a potential cost reduction for you from your service providers.

Key Man Planning

It is important for business owners to protect their business. Key man insurance is life insurance on a key employee or partner, with the business serving as the beneficiary. With this insurance, you may be able to offset a risk by reimbursing your business for economic losses that occur when a key executive of the company dies. We can help you determine your business’ key personnel and evaluate options for this liability.

Succession Planning

It is important to have a plan for when you eventually exit your business, whether it’s selling, going public, or transferring it to a family member. A succession plan is critical for ensuring a smooth transition and organized transfer of ownership. We believe a succession plan should address multiple concerns and goals, including your business owner retirement objectives and desire to protect against unexpected occurrences. We can develop a succession plan designed to help you retire on your schedule and efficiently transfer your business to a buyer or successor.


Beyond these services, we also work with strategic partners to offer the following:

Group Benefits

Employee Benefits Insurance products are a critical component of your overall compensation package and they are an important part in attracting and retaining talented workers. Navigating the ever-changing environment of employee benefits has become difficult for employers, regardless of their size. We know that each client is different and we are committed to working with you to create a benefits program that is affordable for you and valuable to your employees. We can help you develop a plan that may entail:

  • Group Health Insurance
  • Group Dental and Vision Insurance
  • Group Life, Disability, and Long-Term Care Insurance

Payroll Services

HR consulting and payroll services can save businesses time and money. Our payroll services keep the process confidential from other employees. Through our consulting services, we can analyze your business’ HR effectiveness and identify areas for improvement.