Call: 585-340-5206

providing FIDUCIARY CONSULTING AND THIRD PARTY ADMINISTRATION 

Experience You Can Trust

Employers need not go it alone when managing their company retirement plan. There is real value in partnering with experienced professionals.

Our team of professionals have years of experience that encompasses 401(k), 403(b) and 457 retirement plan record keeping, administration, ERISA and fiduciary consulting, compliance, plan design, document management, sales, marketing and relationship management. We pride ourselves in helping businesses - large and small, cost effectively manage the demands of today's retirement plan.


We are committed to building long-term relationships with our clients and we do this by providing exceptional service delivery at fair market value.


You always have a go-to person for all of your questions and concerns, and we proactively keep you up to date on current legislation affecting your plan.

Fiduciary consulting

 

We are a leading provider of fiduciary consulting services. We provide the guidance that helps plan sponsors understand their retirement plan fiduciary responsibilities and confidently fulfill their fiduciary role. 

plan administration

 
We provide effective and comprehensive third party administration services for a wide range of retirement plans. Every plan sponsor client benefits from the depth and breadth of our experience and expertise.