We know qualified plans because we have done them for over 30 years. We have lived through cycles of tax acts and new regulations. We have seen our clients through their good and bad times. Training is important, but experience is even more important.
OUR MISSION
To be known for a history of using a personal approach to provide the attention a plan needs in order to accomplish the individual Retirement goals of both the Employer and their Employees.
OUR PHILOSOPHY
A qualified retirement plan is an enormous asset. But, like any valuable asset, it requires careful attention and service.
Plan administration is more than tax forms or account record keeping. It is careful plan design, analysis, on-going monitoring, testing, reporting, employee meetings and communications.
Good plan administration is detailed and careful. It cannot be static or prepackaged. By its very nature it is complex and extensive.
We suggest that a qualified plan is too valuable an asset to be given anything less than the most complete and thorough administration available.
“IT’S OUR BUSINESS. OUR ONLY BUSINESS.”
We are a service firm—a benefit administration service firm. We earn our living by providing services to all types of employee benefit plans.
We provide complete plan services on a “fee only” basis. Because our services are not tied to any investment organization, you retain complete flexibility in your asset selection.
OLD FASHION VALUES
We are proud of our history. It is an old-fashioned history of hard work, long hours and careful attention to each client.
We’re proud that accountants, financial advisors and attorneys throughout the Midwest, who have seen and tested our qualifications through the years, continue to refer some of their most valued clients to us.
EXPERIENCE MATTERS
We know qualified plans because we have done them for over 30 years. We have lived through cycles of tax acts and new regulations. We have seen our clients through their good and bad times. Training is important, but experience is even more important.
NON-STOP TRAINING
Our management and staff complete many hours of professional education each year. Only with detailed knowledge of the most recent regulations and their application to current plans can we provide the most technically proficient administration possible.
