Contact Us for Always Available Consulting
Have a question on small business retirement plans?
We’ll get you to the
correct answer. And, if your client does not fit our specialty — defined
benefit and cash balance plans — we’ll refer you with a warm introduction
to a highly qualified TPA.
Meeting with clients on short notice?
We’re available 24/7 by appointment: We can run estimates, answer
questions, or be on a call with you and your clients.
Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We are investment neutral and do not charge asset-based fees.
We are here to help.