We are committed to providing access to some of the finest plan administration services available. It is critical to adhere to fundamental regulatory and accounting mandates on a systemic basis. We make it as easy as possible for our clients to maintain compliant plans by utilizing on-line services, real-time valuations, annual reviews, and legal expertise. As a result, our client retention is second to none.

We also provide legacy plan and administration reviews on a regular basis; in fact nearly 40% of our engagements include a review element. It’s vital to keep plans up-to-date in light of constant regulatory changes, new compliance procedures, and accounting adjustments. Adopting a plan should include a long-term administration partnership to include annual reviews with the organization’s Board of Directors.