Over 20 years
in business

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Our staff consists of actuaries offering a combined 40 years of pension related experience, principals who have served as nationally recognized educators for over 20 years, and long term administrators who oversee both qualified retirement plans and employee benefit plans including:  401(k), money purchase, profit sharing, new comparability profit sharing, 403(b) and Section 125 (cafeteria) plans.

The professional development of our staff is accomplished via in-house training and ongoing professional educational offerings by nationally renowned pension organizations such as McKay Hochman, Corbel & Co. and the Institute for Pension Studies.  These measure, as well as other tools such as an extensive CD-ROM library and membership to an array of benefit consulting organization, guarantee that the highest possible level of expertise is available to our clients.

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Located at 216 Fayette Street, P.O. Box 68, Manlius, NY  13104.