Our Team


Our personnel have the expertise needed to guide you through the complicated field of pension administration. We work efficiently and go the extra mile, keeping you informed of changes in regulations and policies that affect your business and your most precious resource, your employees. Our staff are:

  • 40+ years of experience in the pension field
  • Trained in the latest IRS regulations
  • Members of ASPPA and NIPA
  • Able to guide and help you keep up with required filings
  • There to help you when you request our help

Our personnel are trained in the latest IRS, Department of Labor (DOL) and ERISA Laws, and are members of the American Society of Pension Professionals and Actuaries (ASPPA) and National Institute for Pension Administrators (NIPA). Our staff has the expertise needed to guide you through the complicated field of pension administration. Our knowledge of the pension and tax arenas enables us to work in conjunction with tax attorneys and accountants to benefit you.

We are conversant with the most recently updated pension laws, and IRS regulations relevant to retirement plans. Our consultants attend numerous pension educational conferences each year, which enable us to stay current in a continually changing field. Our goal is to provide individual attention to our clients and to connect them with the best possible financial network to support their pension plan’s needs.