About Us

The principal and the staff have been involved with the administration of qualified plans for over nineteen years. Primarily involved in the State of Florida we have clients all over the United States, and continue to grow in our national scope.

Our Business

We depend on the growth of our business from the quality referrals that we get from our current associates, and feel strongly that we continue to work in partnership with them to help them in the increased productivity of their businesses too.

Who We Are

We are a group of professionals that got together with an idea on how to create a better way to do the complicated administration of qualified plans. We are constantly striving for new strategies to make it easier for all of our clients to keep their plans running as smoothly as possible.