MAKE YOUR 401(K) PLAN THE ASSET YOUR COMPANY DESERVES

Your 401(k) is one of your company’s greatest assets, and it can do so much more to help you and your company prepare for retirement while helping you to attract and retain top talent. We want you to get the most from your plan while protecting you and your company from the complex regulations when offering a 401(k) plan. Click below and you’ll see- we manage all your responsibilities, keeping you protected, and your plan working for you!

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Resources

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

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Blog

Follow our blog and stay up-to-date with all of our latest news, thoughts, and tips. Our goal is to help you build a better future.

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Videos

Learn about some of our most commonly asked questions via our educational video library.

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Retirement Services & Financial Advisors​ - Serving Columbus & Beyond

    

OUR COMPANY

We are dedicated to 401k plan adminisitration and offering small business retirement plans to other small businesses. We strive to be a leader in the space, working with your company and other advisors that serve this industry. We do this through four simple principles, offer Superb Service, Accurate Results, Tailored Solutions and Utilize Technology. 

We understand not every client is the same, just as the goals of the retirement plan are rarely the same either. We understand this and listen to the goals of our clients, and come up with a tailored solution for them that help them meet these goals. 

1401k, Roth 401k, Profit Sharing Plans, Cash Balance Plans, solo 401k, small business 401k 

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