A singular focus for qualified plan sponsors and participants alike.
We explore all safe harbors, plan design and funding solutions to meet the financial & tax planning needs of plan sponsors, family members and key employees. Our consultative approach enables us to partner with companies to:
- Provide meaningful fiduciary support with diligence and documentation
- Improve plan designs to optimize employer contribution
- Streamline & reduce total plan costs to accelerate compounding
- Improve participant outcomes
Consulting Partners:
Design / administration
Missy Matrangola, Esquire, QKA, QPA
Founder & Executive Consultant at Atlantic Pension Services, Inc.
Large / Enterprise plans
Joseph Valletta, CFA
Principal at HR Investment Consultants & Co-Author of the 401(k) Averages Book
