Plan Administration & Compliance

Our actuaries don’t just crunch your numbers. We purée them and serve them to you, on a silver platter with a fruit garnish. You’ll easily understand your plan and your options.

  1. We Know the Industry

    We are experts. We keep track of laws, regulations and options so you don’t have to. You have better things to do. When new rules come out, we will only engage you with things that affect your plan and only at the time it is actionable.

  2. Information Security

    We deal with sensitive information for over 600 clients and 1,000’s of plan participants. We take security seriously. In addition to physical mail and fax, we have partnered with box.com to share files electronically using the highest standards in the industry. Multi-factor authentication, separation of duties, encrypted servers, and regularly reviewed protocols are just a few of the measures we take to keep your data secure.

  3. Pro-Active Recommendations

    We’ll review and highlight what stands out. We offer options and adjustments based on what fits you the best. You get expert, informed recommendations.