Committed To Helping Our Clients Succeed
Retirement Plan Services
We offer the following Daily Valuation Retirement Plan Services for businesses, non-profit organizations, and churches. Call today for a quote to convert your plan or start a new plan. No plan is too small.
We work with EPIC Retirement Plan Services that delivers participant level recordkeeping services and daily valuation by utilizing Schwab Retirement Technologies (Schwab RT) system that provides automated trading interfaces. Our retirement plan service includes a robust plan sponsor and participant portals which offer streamlined enrollments, video-based education, account administration, and much more.
Business Retirement Plans
We provide services for the following retirement plan accounts:
- Profit Sharing
- Cash Balance Plan
- Church 403(b)(9) Plans
Unique features of Church 403(b)(9) Plans
- The Employer can determine the eligibility of employees based on flexible criteria
- Minister & Missionary participants tax-sheltered contributions are not subject to Social Security tax
- Minister & Missionary retirees may have retirement benefits designated as a tax-free housing allowance for qualified housing expenses.
Retirement Plan Benchmarking
We will compare your retirement plan against plans of similar size for plan design, participant engagement and total cost including the plan’s recordkeeper, investment manager, Third Party Administrator (TPA) and advisor. We typically review the plan’s services and fees on an annual basis and provide the plan sponsor with an analysis of the plan to identify opportunities for improvement.