There are many investment advisory firms that work with qualified plans. There are also a number of firms that specialize in other aspects of the business, such as plan administration, employee education or legal and compliance support.

Few firms, however, can deliver solutions that encompass all of these diverse disciplines. Fewer still can provide these solutions without the conflicts-of-interest that plague the benefits and investments industries. View the SEC 'Pension Exam Study' (pdf) for more information.

If you are an employer that sponsors a 401(a), 401(k), 403(b) or defined benefit plan, you will likely encounter a number of different issues with your plan(s) in any given year. We have seen these same issues with other clients, and we use this knowledge and experience to help our clients.

A quick review of our case studies will demonstrate our diverse capabilities. We know how to drill down to the details that may confound you. We also know when it is appropriate to take a step back and look at the big picture.

While our expertise is diverse within the qualified retirement plan universe, we have deliberately narrowed our focus to this area. The only way to provide the best solutions for our clientelle is to avoid the sale of ancillary products or other services that would cloud our priorities and diminish our ability.

We do not provide tax or legal advice, Rather, we assist clients in understanding the information provided by the accountants, legal staff or actuary to the plan, and determining the appropriate action steps.