We welcome you at our new office, as of 2025!
1001 S Dorset Rd, Suite C Troy, OH 45373
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.
WHAT WE DO
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
[email protected]
Rebecca Profitt
P: 937-562-1292
F: 513-725-1992
[email protected]
Expert advice: Don’t have your payroll provider and TPA be the same company
When your business outsources payroll, it can feel like a great way to save time, eliminate administrative friction and benefit compliance (thus reducing the risk of error). But in reality, it usually means that when your payroll provider does TPA work, you don’t see...
What you need to know about after-tax contributions in 401(k) plans
For high-income earners looking to boost retirement savings, after-tax contributions to a 401(k) plan can be a powerful planning tool. However, after-tax contributions also come with rules and potential compliance issues that both employers and employees should know...
Considering purchasing a company with a 401(k) Plan? Key issues to consider
If you are an entrepreneur considering purchasing a company with a 401(k) Plan, congratulations! It’s a big step. And when you are doing your due diligence, there are a few key issues to consider. Why? It’s because when a company acquires another company, the buyer...