Our consulting services generally consist of testing and compliance. We work with a team of legal and actuarial experts in the pension field to resolve unusually complicated regulatory issues that may impact our clients’ plans.

We’ve developed a reputation over the years for handling plans in difficult situations. Clients are often referred to us when their business has some complexity that requires additional, non-typical testing and / or allocation procedures to set up a retirement plan. Because of our focus on technical and compliance issues, we are often referred to plans that require complicated allocation and testing procedures.