General Info

We have a staff of 7, including 5 pension analysts, 1 secretary/administrative assistant, and a pension attorney. We provide administrative services to all types of retirement plans, including 401 ( k ), profit sharing, cross-tested, defined benefit, target, money purchase, Davis-Bacon, and 403 ( b ) plans. We work with many investment providers, including ING, John Hancock, Phoenix, Hartford, American Funds and other mutual fund families, as well as accounts managed by investment managers.