Retirement Plan Consultants (TPA Services)

We offer a variety of retirement plans for businesses of all sizes, including 401(k) Plans, Profit Sharing Plans, Creative Plan Design, Public Works Plans, & MEP Retirement Plans, and all of the options below.

For more information or to schedule a meeting with a retirement consultant, please contact us.

A Cash Balance Pension Plan- A type of defined-benefit plan. As such, the plan funding limits, funding requirements and investment risk are based on defined-benefit requirements.
 Learn more.

A 403(b) Plan - A retirement plan similar to a 401(k) plan, but one which is offered by public schools and certain 501(c)(3) tax-exempt organizations. 


A 457 Plan - A non-qualified, deferred compensation plan established by state and local governments and tax-exempt employers under IRC Section 501. They can be either eligible plans under IRC 457(b) or ineligible plans under IRC 457(f).

A Prevailing Wage Plan - An IRS Approved Retirement Program designed specifically for contractors who work on Davis-Bacon, State Prevailing Wage Jobs or Service Contracts. Find out more about our Public Works Plan.

A Money Purchase Plan - A retirement plan in which employers make contributions based on a percentage of annual earnings, in accordance with the terms of the plan. 

A Target Benefit Plan - A target benefit plan is a type of pension plan that contains features of a defined contribution plan but is made to appear like a defined benefit plan. It is similar to a defined benefit plan in that the annual contribution is determined by a formula to calculate the amount needed each year to accumulate (at an assumed interest rate) a fund sufficient to pay a projected retirement benefit, the target benefit, to each participant upon reaching retirement. It is similar to a defined contribution plan in that the plan does not guarantee any benefit will be paid.