Services

• Consulting
• Plan Design
• Age Weighting / Class Rated
• Social Security Integration
• Comparability of Benefits
• Plan Administration
• 401(k) Profit Sharing
• Target Benefit
• Money Purchase
• Defined Benefit
• ESOP / KSOP
• 403(b) and 457
• Document Services
• Employee Communications
• Total Benefit Statements
• IRS/DOL Compliance
• Trust Accounting
• Individual Self-Direction
• Mutual Fund Choices
• Daily Valuation
• Trustee Direction
• Actuarial Services