Our Qualified Plan department offers a comprehensive array of retirement plan services, including Third Party Administration. We partner with clients to meet their retirement goals and those of their employees, offering services to employers who are starting a new plan as well as those who currently have a plan.

To meet the needs of our clients, we customize services which include the following:

• Plan Design

• Plan Document Preparation
• Summary Plan Description and required notices to participants
• Investment management and planning
• Enrollment meetings
• Daily plan administration
• Participant Statements
• On-line access to participant investment accounts
• Client Education as a plan sponsor
• Monitor pension legislation to determine how it affects your plan
• ERISA Audits

Our experts hold a variety of designations, including QPA (Qualified Pension Administrator ) and QKA (Qualified 401(k) Administrator) and belong to the American Society of Pension Professionals and Actuaries (ASPPA) and has served on the Board of Directors of the CT Chapter of the National Institute of Pension Administrators.