Have us on your side
WITH A MILLION THINGS TO DO,
YOU DON'T NEED A MILLION-AND-ONE.
YOUR RETIREMENT PLAN SHOULD RUN LIKE A WATCH. YOU SHOULDN'T HAVE TO STICK AROUND AND WATCH IT RUN. THAT'S NOT YOUR JOB.
We’re a group concentrating on 401(k), 403(b) and qualified plans – their design, their administration, their value to owners and personnel.
If your focus is to minimize costs and simplify the day-to-day operation of your plan, we can help make the process easier for you and your employees.
We know you don’t want to micromanage a retirement plan; you just want one that works, and fits in your budget.
We also know your employees want an accessible point of contact – not voice mail, but real people who will answer their questions and inform them about the way your 401(k) works.
We can help create and administer a plan that can work for you.
A True Group System
Ralph Bincarowsky, Tom Bean and Ben Longo work as a unit. They serve as your point of contact for help with administration, investment selection and education of your ERISA compliance responsibilities.
The group also includes a support staff of individuals who are trained to work with you and your back office for an efficient overall operation.
Ralph, Tom and Ben use their decades of experience to address employee and ownership questions quickly and decisively. Competent, objective and fair in their client relationships, they take the mystery out of 401(k) planning, and they can make the plan more amenable with your long-term business vision.
