For over twenty years our firm was a sponsor of various regional prototype qualified plans. While we no longer offer this particular  service, if your business is looking for a retirement plan, we would be happy to assist you with locating a plan sponsor and reviewing the proposed plan documents.

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.