Purpose
The founding purpose was, and still is, for Employers to have access to independent, non-conflicted consulting advice for their sponsored employee retirement plans.
Empowering Companies with Expert Plan Sponsor Solutions. Your Trusted Consultancy for 401(k), Profit Sharing, and Pension Plan Management
Expertise in Plan Design, Compliance, Investment Selection, and Trust Design for ERISA Plan Sponsors
Beginning May 2000, the firm’s mission is to assist Employers with a total retirement plan outlook that may include plan design, vendor selection, compliance, administration, and on-going due diligence. Plan investments are an integral part of a successful retirement program, and beginning August 2004, the firm’s services expanded to offering Plan Sponsors overall trust design, investment selection, and recurring investment advice for investing ERISA plan assets.
Consulting Adviser
Guiding Your Retirement Plan Strategy with Expert Consulting Advice and Trustworthy Insights Read More
Investment Adviser
Elevating Your Investment Strategy with Expert Advisory Services and Informed Decision-Making Read More
Investor Supplement
Maximizing Your Investment Potential: Empowering Investors with Supplemental Guidance and Valuable Insights Read More
Purpose & Mission & Goals
Beginning May 2000, the firm’s mission is to assist Employers with a total retirement plan outlook that may include plan design, vendor selection, compliance, administration, and on-going due diligence. Plan investments are an integral part of a successful retirement program, and beginning August 2004, the firm’s services expanded to offering Plan Sponsors overall trust design, investment selection, and recurring investment advice for investing ERISA plan assets.
Mission
The mission is the Plan Sponsor’s side of responsibility equation, and having a successful path to simplifing recurring and non-recurring compliant plan administration.
Goals
Two mutual goals are minimizing the ‘oops’ factor for Employers and maximizing the retirement outcomes for Participants.
Popular Defined Contribution Limits in abbreviated format:
2024 IRC Section and Applicable Limits
401(k) / 403(b)
$23,000
457(b)(2) / 457(c )(1)
$23,000
414(v) EGTRRA Catch-Up
$7,500
415(c ) DC Annual Addition
$69,000
401(a)(17) Compensation
$345,000
Taxable Wage Base
$168,600
414(q) Highly Compensated
$155,000