• 9116 N. Kelley Ave. Oklahoma City, OK
Investment Professional

Services

services

A retirement program is only as good as the quality of services provided. Technical complexities and increasing government regulations make it imperative that you receive strong, creative plan design consultation and the highest level of administrative competence. Here are some of the services we provide:

Photo

QUALIFIED RETIREMENT PLANS

  • Defined Benefit Plans
  • Cash Balance Plans
  • Profit Sharing/401(k) Plans
  • Employee Stock Ownership Plans (ESOPs)
  • 403(b) Plans
  • 457(b) Government and Non-Profit Plans
  • Multiple Employer Plans

Photo

FIDUCIARY GUIDANCE

  • Performance Analysis
  • 404(c) Review
  • Due Diligence Procedures
  • 408(b)(2) (Fee Disclosure)
  • Benchmarking

Photo

ADMINISTRATIVE SERVICES

  • Discrimination Testing
  • Coverage Testing
  • Qualified Domestic Relations Order(QDROs)
  • Government Forms (5500)
  • Loan Administration

Photo

CONSULTING SERVICES

  • Plan Design Alternatives
  • Plan Document Preparation
  • Assist Client in IRS Audit
  • Assist Client in DOL Investigation

Photo

ACTUARIAL SERVICES

  • Annual Actuarial valuations of liabilities and determination of contribution requirements for Defined Benefit and cash balance pension plans
  • Analysis of experience under the pension plans to determine the relationship between actual and anticipated results.