WE LOVE NUMBERS
BUT YOU’LL NEVER BE ONE TO US.

You’re paired with a consultant who can help you with everything from retirement plan design and administration to consulting and reporting. He or she is the expert on your plan, giving precise advice and tailoring products to your needs. Plus, as a third-party administrator, our bottom line isn’t tied to your plan’s asset size or investment returns—so our guidance is completely objective.

EMPLOYERS

We can manage your current
plan or help you build
one for your business.

INDIVIDUALS

In addition to making sure your
employer’s retirement program
runs smoothly, we offer services
directly to you.

FINANCIAL PROFESSIONALS

Our services enhance what you
do so you can serve your
clients even better.

PLAN TYPES

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401(K), 403(B)
& 457 PLANS

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PROFIT
SHARING PLANS

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EMPLOYEE STOCK
OWNERSHIP PLANS
(ESOP)

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DEFINED BENEFIT
& CASH BALANCE
PLANS

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NEW
COMPARABILITY

plans_1

NONQUALIFIED
PLANS

NEWS

RETIREMENT PROJECTIONS TOOL Did you know your participant’s online dashboard has several useful tools to show them exactly what is ...
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CONTINUALLY LEARNING! Our credentialed consultants continue to broaden their knowledge and expertise. This month Randall + Hurley attended the National Institute ...
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TRENDS IN ENROLLMENT + RETIREMENT READINESS Retirement Readiness is among the top concerns of many Americans. Most advisors agree that ...
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TAX REFORM + RETIREMENT Tax Reform was one of Candidate Donald Trump’s major campaign platforms. And as President, Trump continues ...
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Friday, May 26th our office will be closing at 2 pm. Monday, May 29th our office will be closed, as ...
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READY TO GET STARTED?