1)  Proactive Contact:  We Help our clients meet the complex responsibilities of being a plan sponsor and fiduciary with a formal investment policy statement and clear investment monitoring strategies.

2)  Legislative Updates:  Get Compliant and Stay Compliant.

3)  Employee Education:  There's a good chance we've already met with your employees regarding the medical insurance, so providing the 401(k) guidance, support and advice is a natural fit.  Save time, money, aggravation and confusion by having a high quality team of professionals keep your employees on track for a terrific retirement.  Best of all, your employees are already familiar with us.

Plan Sponsors, please ask yourselves:   

·         What educational themes have you provided your employees during this volatile market?

·         Were you able to save $49,000 in your retirement plan last year?  Want to save more?

·         What process do you use to evaluate the investments in your plan?

·         When was the last time you evaluated the fees and services of your plan?

If the answers don't impress you -- CALL US, 714- 734-9700, and give us a shot!

For Businesses:                                 For Employees:

401(k)'s                                               IRA's and "Rollovers"

SEP's                                                   Roth IRA's

SIMPLE IRA's                                       Mutual Funds, Stocks, Bonds and Annuities

Executive Compensation Design             Retirement Planning