Would you like to
IMPROVE YOUR
ORGANIZATION'S RESULTS?
Check out our B2B products, services, and solutions.
turn(K)
The best low cost retirement plan
for corporations with up to 100 employees.
DOES CLOUD COMPUTING SEEM
OUT OF REACH FOR YOUR BUSINESS?
We can help
Email + Office 365 from $10 per month
Dynamics 365 from $44 per month

Multidisciplinary B2B Consulting Services

Grow your business, enhance your workplace, and improve your organization's outcomes with our multi-disciplinary B2B consultative solutions.

Our Services

401k Plan Administration

Our industry leading retirement plan management system enables turnkey or customized 401(k) Plans for workplaces of all sizes.

Benefit Plan Outsourcing

Private-labeled or co-branded solutions, for ERISA and Non-ERISA plans arrangements, of defined contribution or defined benefit plan types.

Benefits Analysis and Design

Designing benefit plans since 1978, our experienced process starts by defining an employer's objectives.

Business Intelligence

We help you unlock your business data to identify new opportunities, increase sales, monitor outcomes, and make more informed decisions.

Cloud Technology

We enable small and mid-size businesses to access and implement affordably Office 365, Dynamics 365, and other cloud technology solutions.

Corporate Financial Wellness

Financial stress costs employers thousands per worker annually. Our solutions alleviate the stress, leading to greater employee productivity.

General Ledger Management

We support non-profits and small to mid-size businesses with a complete set of QuickBooks G/L management and financial reporting needs.

Management Consulting

Individually scoped project-based engagements, which adhere to established project management principles.

Who We Are

We deliver significant value to client organizations through core competencies in 401k plan administration, benefit plan outsourcing, business solutions, and management consulting. Our engagements are staffed by consultants with expertise in specific disciplines to ensure client objectives are precisely satisfied.

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