Plan Managers
Each plan is assigned to a specific plan manager, complimented by our team of experienced professionals. Your plan manager handles all administrative aspects of your plan, which benefits you in many ways:
  • Familiarity with your plan and its provisions.
  • One person to call for all your questions.
  • Easily Maintained open-line of communication.
  • Consistent administration of your plan.
  • Quicker turn-around time on reports.
Emphasis is placed on continuing education and certification through National Employee Benefit Examinations. This administrative structure insures quality service and a personalized relationship.
Actuarial Services
Our staff includes an Enrolled Actuary certified by the Joint Board of Actuaries who provides actuarial services to pension plans under the provisions of the Employee Retirement Income Security Act of 1974 ( ERISA). Our Enrolled Actuary is also an Active Member of The American Society of Pension Actuaries. This gives us the capability to perform plan valuations, prepare and certify the actuarial calculations and studies in-house.