WITH PERSONALIZED SERVICE AND INDUSTRY-LEADING
EXPERIENCE, WE’LL CREATE A RETIREMENT PROGRAM
THAT’S PERFECT FOR YOUR BUSINESS.

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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 return—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.

Big companies don’t provide personalized service or products,
while small companies don’t have the resources large clients require.

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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

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NONQUALIFIED
PLANS

Our consultants are highly experienced, but not complacent

They’re consistently mastering new federal regulations
and innovating better ways to serve you.

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NEWS

Friday, September 4th our office will be closing at 2pm. Monday, September 7th our offices will be CLOSED, as will the ...
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Friday, July 3rd our offices will be CLOSED, as will the markets. No trades will be processed. Happy 4th of ...
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Friday, May 22nd our office will be closing at 2pm. Monday, May 25th our office will be CLOSED, as will the ...
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We have summarized the main provisions of the SECURE Act. Download this summary for your reference. You are always welcome ...
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Download our handy calendar to keep up-to-date on all of Randall & Hurley's holiday hours and closures ...
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