History of Success

Time-Tested and Trusted Provider

 

 

  • Over 460,000 safe harbor IRAs funded

 

 

  • Largest plan client: 250,000 participants, eight-year track record of proven results

 

  • Over 20,000 plans and over $16.6 billion in participant assets guided

 

  • Advanced in-house expertise:
    • Registered broker-dealer
    • Registered transfer agency
    • SOC 2 certification (formerly SAS 70 type II), insuring the highest standards of data security and privacy
    • Experts in special situations such as plan terminations, re-hires, merger & acquisition, lawsuit settlement, locating missing participants

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