Retirement Plan Services from One of Oregon’s Most Trusted Firms

Plan design, review, and compliance, and Third-Party Plan Administration (TPA)

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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

Users can use this link to complete the Retirement Plan census file and other year-end information.

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Meet the Retirement Plan Services Team

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