RETIREMENT PLAN SERVICES
Retirement Plan Services from One of Oregon’s Most Trusted Firms
Plan design, review, and compliance, and Third-Party Plan Administration (TPA)
Businesses look to us to provide:
- Customized plan design to meet their unique needs
- Year-long planning to maximize tax deductions, contributions, and profit sharing for participants
- Year-round guidance, support and education, so there are no surprises
- Dependable plan administration to meet compliance requirements
Our Services
- Custom Plan Design & Plan Documents
- Contribution Projections & Tax Planning
- Year-Long Consulting
- Plan Administration, Compliance, and Filing Form 5500
- Integrated Retirement Plan & Investment Strategy
Who We Work With
We work with business owners who want to ensure that they and their employees have an accessible and cost efficient way to save for retirement.
Typical clients have under 100 employees, have consistent cash flow, high profitability, and appreciate a high level of client service.
Our expert industry knowledge makes us an ideal partner for professional service firms, healthcare providers and dental practices.
How We Work With You
Our expert team includes a Third-Party Administrator (TPA), Retirement Plan Specialist, and a CPA – all under one roof.
Our team places a high priority on building effective working relationships with our clients and their staff. We believe that responsive, personal relationships with clients make our services much more effective and beneficial.
We assign a client relationship manager who is personally responsible for ensuring that all work is performed timely and accurately.
Client Login
PlanSponsorLink
Users can use this link to complete the Retirement Plan census file and other year-end information.
Retirement Plan Services News
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2025 Retirement Plan Contribution Limits, Phase-Out Ranges, and Income Limits
The IRS has released 2025 inflation-adjusted contribution limits, phase-out ranges, and income limits for various retirement accounts. (IRS Notice 2024-80)… Read more
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Is a SEP-IRA Right for Your Business?
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday… Read more
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Helpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women… Read more
