What We Offer

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 business. Plus, we’ll never make you use certain plan provisions or provide data in a specific format.

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.

IN—HOUSE 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 plan consultants.