Corporate Services

  • ERISA Defined Contribution Plans with a focus on Profit Sharing 401(k) Plans
  • Defined Benefit Plans
  • ERISA Defined Contribution Safe Harbor Plans
  • Employee Education for Qualified Plans
  • Cash Balance Plans
  • Qualified Plans Fiduciary Consulting
  • Investment Oversight for Foundations and Non-Profit Organizations
  • Investing for Foundations and Non-Profit Organizations
  • Fiduciary Consulting/Level II Assessments for Foundations and Non-Profit Organizations
  • Non-Fiduciary Services for Government Entities
  • Cefex Level II Assessments for Companies, Non-Profit Organizations and Foundations
  • Cefex Level III Certifications
  • Key Employee Coverage
  • Business Continuation Planning
  • Small Business Insurance Solutions (Health, Life and Supplemental)
  • Fiduciary Consulting and Non-ERISA fiduciary services for governmental entities.

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