We are passionate about helping companies design retirement plans that best suit their needs. Having premium service doesn’t necessarily cost more but, since we take on a lot of the operational compliance for your plan, think of our fees like an insurance policy for it.
Clients Served
In Plan Assets
Client Retention
Our fees are based strictly on design complexity and the number of participants, not the assets in your plan. Don't get stuck with a practitioner who bills more when the market does well or your contributions increase. For an idea of your expected fees for service, we've prepared a simple table. For a customized proposal and quote for your business or client, please complete the form to the right.
*Actuarial costs must be added to administration fees
Actuarial services are outsourced to a third party
| Pricing Table | 1-9 Participants | 10-25 Participants | 50-100 Participants |
| 401(k), 403(b), ESOP, DB/CB | $1,000 - $2,900 | $2,250 - $4,850 | $4,250 - $6,500 |
| 401k/Cash Balance Combo | $2,800 - $4,830* | $4,200 - $7,550* | $7,800 - $11,650* |