Is administering your retirement plan a burden?
Ease the stress of operating a retirement plan
Is administering your retirement plan a burden?
Ease the stress of operating a retirement plan
About Us
Since 1989, we have helped our clients with their unique needs related to their retirement plans. Our firm works closely advisors and recordkeepers to meet the retirement goals for our clients. One of our credentialed professionals would be glad to help.
Our firm provides full specialized consultation and administration of all of the following types of qualified retirement plans:
- 401(k)
- Traditional Profit Sharing
- Safe Harbor Plans
- Cross-Tested Plans
- 403(b) Plans
Our Team
Suzy Ward
Scott Fletcher
Scott Fletcher
Suzy is the President and has extensive knowledge of qualified retirement plans she has gained over 20+ years in the industry. She holds the Enrolled Retirement Plan Agent (ERPA) designation and also the Certified Pension Consultant (CPC). Grandchildren and the beach are her some of her favorite things...plus the rest of her family.
Scott Fletcher
Scott Fletcher
Scott Fletcher
Scott Fletcher is a valued business consultant to his clients. He offers over 20 years of experience in plan design and consulting with a Certified Retirement Services Profession designation.
Angela Ross
Scott Fletcher
Angela Ross
Angela Ross brings over 20 years of experience into her role as a Certified Pension Consultant and Certified Plan Fiduciary Advisor. Angela is an avid runner and a reluctantly retired soccer player.