WHAT
YOU CAN EXPECT FROM US
An Experienced and Highly Capable Staff
We are dedicated to educating
our employees to the highest standards. Currently
we have members of our staff who have obtained professional
credentials with the National Institute of Pension Administrators,
the American Society of Pension Actuaries, and the Society
of Actuaries. We have two Enrolled Actuaries on staff.
High Quality Administration
All our work goes through
multiple reviews before it's presented to you. In addition,
we use the most advanced computer software to generate
reports for you and your employees.
Timely Service
We understand the demands
of running a business. When you need information to make
a decision, you need it now, and we can provide that. We
will provide timely communication to your professional
advisers, and respond promptly to special requests. Our
track record is unbeatable.
Personalized Communication
We strive to keep you informed
of the ever-changing regulatory environment through our
periodic client newsletter. In addition, we'll keep you
abreast of the many options available to you in the qualified
plan area and how they may benefit your organization. And,
of course, our team of professionals will always be available
to answer any of your questions.
Fees
All services are provided on a fee-only basis. Billings
are based upon a combination of fixed fees for basic services
and on a time and charges basis for special services. Our
fees are "middle of the road" - we are not the
cheapest, nor are we the most expensive. We believe that
for the service and the quality of the work, you will get
the best value for your money. In addition, we do not sell
any financial products, nor do we accept any commissions
from firms as a result of their sale of financial products.
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