Our firm is an independent third-party administrator (TPA) of qualified plans, including 401(k) & 403(b), Profit Sharing, Defined Benefit Pension, and Cash Balance plans. We work with company owners who want to tax-defer income and profits while helping their employees save for retirement. Our clients receive assistance with IRS compliance through plan administration. If you want to set-up a qualified plan or are wondering if your current plan satisfies your needs and the needs of your company, call us! Administration and IRS compliance requires constant education. With an emphasis on continuing education, our Senior Administrators are involved with pension classes and seminars. We are affiliated with the National Institute of Pension Administrators (NIPA).
Our firm is an independent third-party administrator (TPA) of qualified plans, including 401(k) & 403(b), Profit Sharing, Defined Benefit Pension, and Cash Balance plans. We work with company owners who want to tax-defer income and profits while helping their employees save for retirement. Our clients receive assistance with IRS compliance through plan administration. If you want to set-up a qualified plan or are wondering if your current plan satisfies your needs and the needs of your company, call us! Administration and IRS compliance requires constant education. With an emphasis on continuing education, our Senior Administrators are involved with pension classes and seminars. We are affiliated with the National Institute of Pension Administrators (NIPA).
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 158 N Glassell St California Orange
- City
- Orange
- Region
- California
- Postal Code
- 92866
- Country
- United States