The firm is a sponsor of various regional prototype qualified plans. If your business is looking for a retirement plan that is not tied to a particular investment fund or manager or third party administrator, you should consider adopting one of the firm’s prototype plans. If you decide to change investment funds or third party administrators, you will not need to adopt a new plan with each change.

Need help fixing a broken plan? Ask about the IRS programs currently available, and find out which one is best for your plan.

Need to make a required distribution from your IRA or qualified plan, but don’t know how much it should be? Provide us with the necessary information, and we will calculate your required distribution.