Notice

Technology

  

Expertise

  

Protection
 

 

We are committed to continuing education and the use of cutting-edge computers and information technology. This allows us to take advantage of the latest developments in the pension field. You can be assured that we will keep you informed of changes that may affect the operation of your plan or allow for additional benefits. The use of the best available technology saves both time and money. This savings is then passed on to you, our clients. Our team will assist you from implementation to termination of your qualified plan. By offering plan administration and custom document design as our ONLY services, we are able to sharply focus our talents and attention on the details of managing your plan. Using our firm, creates a simple but effective "check and balance" system. This offers you a greater degree of protection and oversight. Let our "experience" work for you.

Qualified plans cannot be set up and forgotten about. They need constant monitoring and oversight. It is our belief that your role is to run your business and our role is to run your retirement plan.  In that role, we are constantly working to assure that all rules are being complied with, all legislative requirements are being met, the plan document is being followed and the plan is being maintained in operational compliance. When large investment firms handle this component, as well as manage the funds, there is often a greater chance of things slipping through the cracks. You need professionals whose sole purpose is managing and monitoring your plan to be fully protected.
     

Services

  • Plan Analysis
  • Custom Plan Design
  • Trust Accounting
  • Consulting Services
  • Compliance Testing
  • Preparation of annual IRS Filings
  • Conduct educational employee meetings
  • Preparation of participant disclosure notices
  • Employee distribution/loan processing by our dedicated distribution/loan coordinator
  • Calculation of employer contributions for maximum benefits
  • On-site training of plan sponsor to handle plan related matters
  • On-line secure access to plan documents and other plan reports
  

Why Choose Us

We are a leading third party administration firm in Southwest Missouri. Our staff has over 50 years combined experience. We offer our clients a dedicated consultant that works directly with you to make sure you are receiving the best possible service. Your consultant will know you and your plan. We are not a 1-800 number, we are real people helping you solve real problems with real solutions. This also means your questions get answered quickly and correctly. Our proactive approach to client service, will save you time and money.