Since 1971, our team of plan administration experts have helped financial advisors and their business owner propects and clients by providing complete administration, compliance, and consulting services for all types of employee benefit and retirement plans. The services that we provide our clients range from simple to very complex. Many of our clients want and appreciate simple plans that are cost-efficient without sacrificing careful design, timely reports, and participant materials which are attractive and easy to understand. Because of our focus on compliance and technical issues, we are often referred plans that require sophisticated allocation and testing procedures. We have developed the reputation over the years for being able to work with complex plans in difficult situations.
401(k) and other retirement plans, employee benefit plans of all types
Our diverse client base continues to grow and includes professional service organizations, small business owners, high-tech and manufacturing companies, financial groups, banks, nonprofit organizations, building trades, retail businesses, consulting practices, art galleries and product distributors.
Professional services firms such as law, accounting, engineering in addition to a variety of business entities seeking tax-advantages using qualified retirement plan or just need help with the operation of their current retirement/401(k) program.
Information Not Available
Charities
Too many to name here!
College Degrees
BS - Golden Gate University
Speaking/Teaching
Experience
ASPPA NIPA Ca. CPA Educational Foundation Many others
Organizations
ASPPA NIPA Western Pension & Benefits Conference PSCA IFEBP
