We are committed to offering unparalleled service to all of our clients throughout the U.S.

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

How It Works

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*

Plan Setup Includes

  • Plan design consulting
  • Customized illustration
  • Plan documents
  • Administration Guide
  • Participant packet


  • Employee census review
  • Determination of Key employees and Highly Compensated Employees
  • Employer contribution calculations
  • Compliance testing including ADP/ACP, minimum coverage, and top heavy status
  • Trust accounting including verification of deposits
  • Form 5500 filings
  • Plan document maintenance

401k/Cash Balance Combo

  • Two separate plans designed to work in concert
  • Actuarial certification services are required