Open architecture is now touted as the wave of the future. We are in our fourteenth year of providing this service to our clients.

Many packaged mutual fund products claim to provide an open architecture platform.  At the same time Fidelity or American Funds or Putnam requires you to invest 50% to 60% in the fund company's funds.  Insurance company products limit your investment choices to funds that have entered into a contractual agreement with the insurance company.

True open architecture, rather than restraining your investment opportunities unleashes these opportunities.  The whole concept of open architecture is to use the best fund in each investment category.  Requiring 60% of investments in one company's funds is counter to this concept.

Being first does not always mean being the best but we believe this demonstrates our dedication to providing you and your employees with a premier 401(k) platform. A dedication that also demonstrates we will be on the leading edge of a platform that will let your participants “get in the way of success”.

We also have as part of our team one of the original five CFP’s (Certified Financial Planners) in our state. We have a partner that is a member of Ed Slott's  “Elite IRA Advisor Group” providing expertise in the retirement and estate planning phase of retirement planning. We have a plan administrator with over twenty-five years of experience.  Administrative experience can make a huge difference in plan design and can make the difference in important areas like whether you pass your discrimination tests or not.

We also write and maintain our daily valuation software which allows us to provide you with a robust yet very cost efficient 401(k) platform.

In short, we offer the experience, technology and service level required to bring your 401(k) plan up to the premier level – the kind of plan you and your employees deserve.