What they publicly say they do
Third-party administrator that describes designing and administering cash balance plans for professional services firms and closely held businesses.
Summary of public sources. Credentials: Retirement plan third-party administrator. Source for location and credentials.
Strategies offered
- Cash Balance Plans Public record source
Sponsors this advisor works with
None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.
How this listing was made
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