Defined Contribution Plans

  • Operational Reviews
  • Post-Acquisition Reviews
  • Plan Merger Assistance
  • Nondiscrimination Testing

While we bring the expertise and knowledge of large international firms to our clients, our fee structure is lower as a result of our low overhead. Our size means that we can provide more personalized and faster service to our clients. Our client base ranges from small privately held businesses to Fortune 500 companies. 

Our consultants have in excess of 30 years of experience and have worked for international accounting and benefit consulting firms. 

Experience Matters

Personal & Resourceful