Why outsource pension compliance and administration?
- Leave it to the experts – Plan administration is our primary business. Don’t risk a neglected or mishandled pension or profit-sharing plan. With your plan running smoothly in our capable hands, you may rest assured that that part of your business is being taken care of.
- Clear communication – All practices are clearly communicated to both clients and plan participants.
How can you offer quick response?
- Technical compatibility – We stay current with the latest systems and software. We work with clients’ systems to achieve a seamless transition and a continuing efficient operation.
- Operational consistency – As a client, you’ll become familiar with our regular work processes that run smoothly and predictably with no surprises.
Why should I use an unbundled approach?
- Independence – As an independent firm with no product affiliation, we offer unbiased services to best meet your needs and objectives. We present no competitive threat or conflict of interest to our clients.
- Teamwork – We take pride in being able to collaborate with a client’s broker, tax advisor, attorney or other specialists who may be involved in the plan.
How do you keep track of my plan?
- Alert and attentive – We’re sticklers for detail. You can be assured that your plan will never “fall through the cracks” that we are on top of what needs to be done. A status file is reviewed weekly to ensure compliance with all government agencies.
