We have built our reputation over the last 30 years by
adhering to three core operating principles:

• We develop a personal relationship with our clients so that we can understand the unique needs and objectives each company has for its retirement plan.
• We are committed to keeping our technical proficiency current. Our consultants and administrators have earned educational credentials from American Society of Pension Professionals & Actuaries (ASPPA), Joint Board for the Enrollment of Actuaries, and the Internal Revenue Service.
• We share our resources and operational knowledge of retirement plans with our clients as well as their financial advisor, attorney and CPA.