As an Attorney



We believe strongly that working well with others makes everyone’s lives better. Working together to find the best path to our client’s success is the end goal. For years we have worked to retain strong relationships with the attorneys of our clients. Having a strong team working together for the betterment of a client is a great way to design and administer the best fitting plan possible.

When a problem arises, our goal is to provide accurate work, and to collaborate with counsel to resolve the client’s issues.  Attorneys must be able to rely on top quality work from the Third Party Administrator. We strive for accuracy in all we do. After the client’s problem is resolved, we maintain the plan in a way that keeps the plan compliant, thereby saving the plan sponsor time, effort, and money.  To do this, we maintain a staff of ERPAs, CPAs, other pension and retirement professionals, and even an attorney.  We have a history of being able to help solve the problems brought to us by potential clients and their counsel.