FINANCIAL PROFESSIONALS

WHAT WE OFFER

SERVICES

RESOURCES

FAQ

PERSONALIZED PROGRAMS & SERVICE

When it comes to retirement plans, one size doesn’t fit all. That’s why we’ll design a plan tailored to your client. Plus, you’ll have the freedom to choose investment options that work best for your client.

COMPLIANT, EFFICIENT ADMINISTRATION

We’ll make sure your program runs smoothly and follows all federal regulations.

TRULY UNBIASED CONSULTING

Our revenue isn’t based on asset size or investment returns, so our advice is completely objective.

UNBUNDLED, OPEN-ARCHITECTURE FORMAT

We can work with any plan design, combination of providers and investment platform.

INHOUSE ACTUARIES & CREDENTIALED CONSULTANTS

We’re part of an elite group across the country—and we’re the only consulting firm in the Inland Northwest—that employs both actuaries and consultants.

401(K), 403(B)
& 457 PLANS

Even though defined contribution plans are flexible in design, implementing them can still be…

DEFINED BENEFIT
PLANS

Defined benefit, cash balance and DB(k) plans require complex administration—and we’ll help…

NEW COMPARABILITY
PLANS 

These profit sharing plans, also called age-weighted plans, give employers the ability to weigh…

EMPLOYEE STOCK
OWNERSHIP PLANS (ESOPS)

ESOPs must follow strict IRS, DOL and SEC laws, so they require complex…

NONQUALIFIED
PLANS

Nonqualified plans, like rabbi trusts and deferred compensation, top hat and executive bonus plans…

DAILY
VALUATION

If cash accounts aren’t reconciled properly, balances get distorted, the trustees’ fiduciary risks increase…

ONLINE
ACCESS

On our comprehensive, easy-to-use site, you can:
– See balances, portfolio information and…

COMPLIANCE
TESTING

Required under IRS and DOL laws, compliance testing is critical to keeping your plan qualified…

PLAN PARTICIPANT
SERVICES

We make it easy for your employees to manage their retirement plans. Here’s how…

PLAN DESIGN &
DOCUMENTS

Plans inevitably change-and we’ll help make it a smooth transition…

FREE PLAN
ANALYSIS

We want you and your employees to get the most out of your retirement plan. So we’ll give you…

PLAN PARTICIPANT
MEETINGS & EDUCATION

We can prepare presentation materials to help you teach participants… 

OTHER

From creating QDRO templates to merging your program to correcting failed compliance tests—our…

REQUEST
WEBSITE ACCESS

To get your user ID and password, fill out this form or contact your consultant…

PARTNER
WEBSITES

Our unbundled, open
architecture format allows us
to work with the companies you choose…

GOVERNMENT &
FOUNDATION LINKS

INTERNAL REVENUE SERVICE
Get the latest edition of…

GLOSSARY

For your reference, we’ve compiled definitions of the most common terms used in our industry…

NATIONAL RETIREMENT SECURITY WEEK

This national effort to raise public awareness about the importance of saving for retirement is a great opportunity to encourage your employees to enroll in your retirement plan…

2018 PLAN LIMITS

The federal government has updated the dollar limits applicable to qualified retirement plans…

QUESTIONS?