EMPLOYERS

WHAT WE OFFER

SERVICES

RESOURCES

FAQ

PERSONALIZED PROGRAMS & SERVICE

When it comes to retirement plans, one size doesn’t fit all. That’s why we’ll design a plan tailored to your business. Plus, we’ll never make you use certain plan provisions or provide data in a specific format.

COMPLIANT, EFFICIENT ADMINISTRATION

We’ll make sure your program runs smoothly and follows all federal regulations.

TRULY UNBIASED CONSULTING

Our revenue isn’t based on asset size or investment returns, so our advice is completely objective.

UNBUNDLED, OPEN-ARCHITECTURE FORMAT

We can work with any plan design, combination of providers and investment platform.

IN—HOUSE ACTUARIES & CREDENTIALED CONSULTANTS

We’re part of an elite group across the country—and we’re the only consulting firm in the Inland Northwest—that employs both actuaries and plan consultants. 

401(k), 403(b)
& 457 PLANS

Even though defined contribution plans are flexible in design, implementing them can still be…

DEFINED BENEFIT
PLANS

Defined benefit, cash balance and DB(k) plans require complex administration – and we’ll help…

NEW COMPARABILITY
PLANS 

These profit sharing plans, also called age-weighted, give employers the ability to weigh…

EMPLOYEE STOCK
OWNERSHIP PLANS 

(ESOPS)

ESOPs must follow strict IRS, DOL and SEC laws, so they require complex…

NONQUALIFIED
PLANS

Nonqualified plans, like rabbi trusts and deferred compensation, top hat and executive bonus plans…

DAILY
VALUATION

If cash accounts aren’t reconciled properly, balances, get distorted, the trustees’ fiduciary risks increase…

ONLINE
ACCESS

On our comprehensive, easy-to-use site, you can: See balances, portfolio information and…

COMPLIANCE
TESTING

Required under IRS and DOL laws, compliance testing is critical to keeping your plan qualified…

PLAN PARTICIPANT
SERVICES

We make it easy for your employees to manage their retirement plans. Here’s how…

PLAN DESIGN
DOCUMENTS

Plans inevitably change-and we’ll help make it a smooth.

– Review your plan design…

FREE PLAN
ANALYSIS

We want you and your employees to get the most out of your retirement plan. So we’ll give you…

CONSULTING

From creating QDRO templates to merging your program to correcting failed compliance tests – our experts can help you…

REQUEST
WEBSITE
ACCESS

If you’ve forgotten your User ID or password, please contact us. Use the…

FORMS

Simply log in to your account to access all the forms you need to properly manage your program, including: 

PLANNING TOOLS

We’re creating retirement planning tools…

PARTNER
WEBSITES

Our unbundled, open architecture format allows us to work with the companies you choose…

GOVERNMENT &
FOUNDATION LINKS

The following sites may be helpful during the operation of your plan.

NATIONAL RETIREMENT SECURITY WEEK

This national effort to raise public awareness about the importance of saving for retirement is a great opportunity to encourage your employees to enroll in your retirement plan…

CENSUS
FILE
REQUIREMENTS

Each year, we’ll need certain information to properly monitor your plan…

ADMINISTRATION &
COMPLIANCE REFERENCE
GUIDE

This reference guide outlines the annual tasks that are required in order to maintain your plan’s “qualified” status.

MEETING YOUR FIDUCIARY RESPONSIBILITIES

As an employer, the Department of Labor has strict rules that govern what you must do as a fiduciary…

SUBMITTING FEDERAL TAX WITHHOLDINGS

We’ve created handy step-by-step instructions that will walk you through how to submit your federal tax withholding…

ACCESSING
DOCUMENTS
AND FORMS

Accessing important plan documents and forms has never been easier. View, download and print right from our website….

2019 PLAN LIMITS

The federal government has updated the dollar limits applicable to qualified retirement plans…

TAX RETURN DATES HAVE CHANGED

The IRS has changed the due date for some business tax returns. While no changes were made to the deadline…

QUESTIONS?