Corporate/Non-Profit Services

401(k) & 403(b) Consulting

Whether your organization is looking to implement a new plan or optimize your current plan, our customized, results-oriented process is designed to protect plan fiduciaries, reduce the day-to-day operational burden, and enhance the participant experience.

401(k)403(b)

Executive Compensation

Executive compensation plans are a balancing act between company interests and the executives’ interests. Recent tax law changes have only complicated this issue. We help companies understand the limitations, tax implications, and balance sheet implications of a variety of different plans to ensure the right plan is in place.

Tax Reduction

For business owners, keeping more of what you make can be a challenge. The new tax rules have added complexity to tax planning. We help business owners understand the different strategies available and the associated tax treatments so they can keep more of what they make.

ESOP

Whether you’re looking to provide liquidity for the owner of a closely-held company, incentivize employees for the long-term, or obtain capital to finance growth, our ESOP consulting services can help you take advantage of the multiple benefits to these plans.

Group Benefits

Our network of experienced professionals can help your organization implement a new group benefits plan, or improve your current group benefits package with a level of service and core values that echoes our own.