Each member of our team is expert at all aspects of our software such as: Datair (for PS, 401k, DB, and CB annual valuations and testing); FT William (for producing 5500 forms and related, as well as for producing all plan documents for PS, 401k, DB, and CB Plans).

Each member of our team can enter data, check for anomalies in the data provided by clients and in our software data; run PS and 401k valuations, and DB/CB actuarial valuations; and do cross-testing for combined DB/PS or CB/PS plans. Also each team member can run testing for ADP & ACP, and check Safe Harbor contributions.

Each member of our team is expert at maintaining our own proprietary software for organizing and tracking administration work-in-progress and producing and managing invoices and time-management. This process is extremely important for managing your plan well, and avoiding nasty time-surprises.

For many years, we have used Datair and FT William exclusively for our TPA and actuarial work on all of our PS, 401k, DB, and CB Plans. Both of these providers are highly rated by TPAs.

Each member of our team is trained to track down and resolve anomalies in reported assets or census from clients. We ask for, and get from our clients, good data input to our work - this benefits you, the client, tremendously. If we annoy you, it is all for your ultimate benefit - better we annoy you now, than face an IRS audit later on. We will handle the audit for you, of course, but would prefer not to go there. Nowadays, IRS retirement plan audits take two years to resolution.

Our team asks clients for, and gets, early submission of data input needed to do valuations, and to produce the 5500 forms for filing with the IRS. This is especially important now that the IRS is charging $250 per day late for late filing of 5500 forms. We track due dates and filings very, very, carefully. And we will work with the IRS if you are assessed any late filing penalties: so far, in every case we have been able to explain to the IRS the process and point out issues that may assist the IRS to eliminate the penalty.

This is our team, and this is what we do for you. In addition to the helping you with the growing-your-wealth stuff.