Local, Personalized and Custom Service



Helping small business owners make sense of their retirement plan



Your Small Business Retirement Plan Administrators

When it comes to planning for retirement, you have unique goals and needs. That’s why it’s important for us to give you local, personalized and custom service. We have face to face meetings, we review retirement plan options, and together, we will decide on the right path for you. We will make sure to administer your retirement plan correctly to help keep the IRS and Department of Labor away. You’ll never have to call a 1-800 number or talk with someone who doesn’t know you. We do not sell investments. Any revenue received from investment providers will be used to offset our fees. This keeps us focused on your best interests.

Together, we will decide on the right path for you.


Did you know, the average person spends 20 years in retirement? A well designed retirement plan will put you on the right path.

  • Custom Solution Retirement Plans for Small Business Owners
  • Retirement Plan Design
  • Retirement Plan Compliance

Don’t worry. Plan early!

Contact Us Today!

Vicki Prenger
P: 937-308-0758
F: 513-725-1781

Rebecca Profitt
P: 937-562-1292
F: 513-725-1992

How much do employees value retirement benefits?

How much do employees value retirement benefits?

When it comes to employee satisfaction, and ultimately retention, how much do employees value retirement benefits when they think about leaving or remaining at a company? As it turns out, it matters quite a bit! In this time where many companies are struggling to find...

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