Retirement Plans
Outsourced plan oversight and administration (more)
Compliance reviews (more)
Financial statement preparation and audit assistance (more)
Form 5500 preparation 
RFP's for new service providers (more)
Voluntary plan corrections (more)
Plan fiduciary consulting and retained fiduciary services (more)


General Human Resource Consulting
Statutory employee consulting (more)

Merger and acquisition advisory services
Payroll oversight and consulting
Outsourced human resource support
Welfare benefit plan advisory services-ACA Compliance (more)

Bring our expertise to your business

Compensation Consulting
Executive compensation design (more)
Director & executive compensation benchmarking (more)
Long-term incentive plan design & implementation (more)

Compensation tax consulting
     § 162(m) - million-dollar deduction limit
     §  83 - compensatory transfer of property
     §  409A - non-qual deferred comp (more)
     §  280G - golden parachutes

     § 457 - non-qual deferred comp for tax-exempts

     § 4960 - excise taxes on NPO excess comp (more)

Pay equity consulting (more)






We offer a wide range of consulting services, all delivered with the objective of aligning your human resource practices with your business strategy and goals. We can help you evaluate and address both the market and regulatory forces impacting your people and your business.


We have many years of experience with companies of all sizes, both public and private, and all plan types, including 401(k) plans, 403(b) plans, defined benefit plans, health and welfare plans, equity-based long-term incentive plans, and non-qualified deferred compensation plans. Our services are available a la carte so you can get precisely what you need.

Whatever your situation and the challenges you face, we have the knowledge and expertise to help you develop a solution that is right for you. For a downloadable pdf of our service offerings, click HERE

Types of services we offer: