We provide best in class

consulting and administration services for retirement plans, executive benefits, compensation planning, and other employee benefits throughout the region.Image

Established in 1992, we are a professional services firm specializing in retirement plans, executive benefits, compensation planning, other employee benefits. We understand our clients’ primary needs for security, confidence, and peace of mind. We help our clients motivate, reward, and retain their employees.

We are trusted business advisors for our clients, working in their best interests with creativity, integrity, independence, professionalism, confidentiality, and excellence in client service. We work to exceed our clients’ expectations by listening, understanding, thinking, analyzing, anticipating, responding, communicating clearly, being creative and adding value.

We work in the best interest of our clients with integrity, independence, professionalism and technical expertise.

We take a different approach – starting with commitments to our team and to our clients:

1. To cultivate a workplace environment and culture which fosters happiness, fulfillment, financial rewards, and health for our employees; and
2. To create and deliver exceptional and meaningful solutions for our clients.

Plan Design and Creative Solutions

IRS-approved Plan Documents

Plan Compliance, Administration, Actuarial and Government Reporting
Monitoring and testing
Form 5500 and audit assistance
Distribution and loan processing
Day-to-day administration support

Annual Plan Review and Evaluation

Fiduciary Consulting and Oversight
Plan cost analysis and benchmarking
Risk Management
Performance review
Best practices
Optional co-fiduciary services as ERISA 3(16) Plan Administrator

Corrective Action and Compliance Resolution with IRS and Department of Labor

Compensation Planning

Employee Communication and Appreciation Strategies

Consolidated Employee Benefit Statements

Mergers, Acquisitions, and Plan Terminations

Retirement Plans: 401(k), Profit Sharing (including cross-tested plans), Defined Benefit and Cash Balance, ESOPs, 403(b), SIMPLE-IRAs

Deferred Compensation Plans: Supplemental Benefits for Key Employees, “Golden Handcuff” plans, 457 plans

Health & Welfare Benefit Plans: “Wrap” plan documents, Form 5500 reporting and compliance

Our team holds professional designations and certifications:

QKAs- Qualified 401(k) Administrators
QPAs- Qualified Pension Administrators
ERPA- Enrolled Retirement Plan Agents; approved to practice before the IRS on retirement plan matters
NIPA Distributions and Loan Specialists

We are active members of the following professional associations:

ARA- American Retirement Association (formerly ASPPA)
AICPA- American Institute of CPAs
OSCPA- Oklahoma Society of CPAs
TEBG- Tulsa Employee Benefit Group

Click on the tabs above to learn more.

For employee benefits and retirement plan consulting