Our advisors specialize in retirement consulting services, working with a wide range of retirement plans and various plan designs, including voluntary contributions formula and vesting scale, tax deductible voluntary contribution features, and their associated advantages.

Our services include:

• Benefits Strategy Development

• Plan Design and Review

• Provider Selection and Management

• Member Education Sessions including employee seminar or briefing, one-on-one helpdesk.

• Market Insights and Update

• Merger and Acquisition Consulting

• Project Management includes benefits harmonization, provider consolidation.