RETIREMENT PLAN SERVICES
Retirement Plan Services from One of Oregon’s Most Trusted Firms
Plan design, review, and compliance, and Third-Party Plan Administration (TPA)
Businesses look to us to provide:
Our Services
- Custom Plan Design & Plan Documents
- Contribution Projections & Tax Planning
- Year-Long Consulting
- Plan Administration, Compliance, and Filing Form 5500
- Integrated Retirement Plan & Investment Strategy
Who We Work With
We work with business owners who want to ensure that they and their employees have an accessible and cost efficient way to save for retirement.
Typical clients have under 100 employees, have consistent cash flow, high profitability, and appreciate a high level of client service.
Our expert industry knowledge makes us an ideal partner for professional service firms, healthcare providers and dental practices.
How We Work With You
Our expert team includes a Third-Party Administrator (TPA), Retirement Plan Specialist, and a CPA – all under one roof.
Our team places a high priority on building effective working relationships with our clients and their staff. We believe that responsive, personal relationships with clients make our services much more effective and beneficial.
We assign a client relationship manager who is personally responsible for ensuring that all work is performed timely and accurately.
Client Login
PlanSponsorLink
Users can use this link to complete the Retirement Plan census file and other year-end information.
Retirement Plan Services News
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Retirement Plans and your Dental Practice – Weighing the Options
A retirement plan for your practice is essential to the long-term retirement goals for you and your employees. Those practices… Read more
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Guidance for Business Owners Selecting a Retirement Plan
If you’re a business owner, establishing a retirement plan can provide a number of benefits — to you, your business,… Read more
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What Is a Roth 401(k)?
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.… Read more
