Retirement Plan Design & Administration

A retirement plan account often represents an individual’s largest financial asset. Consequently, government agencies are very interested in retirement plan compliance. We provide plan service with the utmost care and diligence called for in this highly regulated and monitored environment. Our membership in the American Society of Pension Professionals & Actuaries (an organization solely devoted to the retirement plan industry) provides us with timely technical updates and the latest planning strategies.

Objectivity & flexibility

Our plan and administrative services give you unlimited investment flexibility. You can change investments or advisors without disrupting your plan’s foundational document or administration.

Time for a plan exam?

Correct design and funding is key to your retirement plan (and your employees). Qualified retirement plans are the best way to shelter income, prepare for the future, as well as attract and retain the best employees. Our clients often ask us for help with:

  • Maximizing contributions for the business owner
  • Providing a cost-effective but competitive benefit for employees
  • Self-directed accounts
  • Latest plan designs

If it’s time to examine your existing plan – or if you’ve simply put off establishing one – call us. You’ll soon see why so many businesses and medical practices have put their trust in us to design and administer all types of retirement plans.

Contact Us

200 Northland Boulevard
Cincinnati, OH 45246
Fax: 513.326.7640

Office hours:

Monday through Friday
8:00am to 5:00pm