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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

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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It’s time for some spring cleaning and not just for your house; like cobwebs in the attic, retirement plans need ...
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On April 4, 2017 the DOL granted a 60 day extension of the Fiduciary Rule (“Rule”) from April 10, 2017 ...
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READY TO GET STARTED?