Attracting and rewarding loyal employees, complying with ERISA requirements, making the most of available cash - all are key concerns of business owners. Hiring and retaining the best employees is fundamental to business growth, and offering qualified retirement benefits is one of the best ways to make your business more attractive to talented employees, no matter what size staff you employ.
In addition to managing qualified retirement plans, we offer a variety of investment alternatives for companies with significant excess cash, ranging from highly conservative short-term U.S. Treasuries and money market funds to more aggressive long-term programs using bonds, stocks and no-load mutual funds. Further, we tailor each client's portfolio to balance investment objective with cash-flow requirements.