We are an independent third party administrator specializing in the planning, the designing, and the administering of qualified plans.

We are a boutique firm that works with certified public accountants, financial consultants, brokerage houses, and large financial institutions in servicing their clients and their pension or profit sharing plans. Our mission is to provide excellent service to our clients, with the least amount of fuss and bother in the implementation of their qualified plans. We like to be unique and not take a cookie cutter approach to plan design. Our experience in this field qualifies us to give the utmost attention to the little details that make a difference in the type of plan chosen for each company.