What We Do
It may be more
important for you to first understand what we do not do. We do not sell
insurance or investments and do not receive or accept commissions. Furthermore,
the company is not owned by an investment company and stays free of any
conflicts of interest by not accepting or receiving any incentives from
investment companies. As an independent third party administrator, we provide
all the services necessary for tax-favored employee benefit programs:
Trust accounting - IRS reporting
- Consulting
- Documentation
- Compliance Testing
- Claims/distributions processing
- Employee Statements
From design of the plan, to employee communication,
to completing the required reports
we do it all.
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