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We are your retirement team

Helping Clients Succeed

Reach the retirement you deserve

INSIST ON A CEFEX CERTIFIED TPA

2015ASPPA_CEFEX

We are the only Michigan TPA to be Awarded the CEFEX Certification for Global Standard of Excellence in Industry Practices. Experience our commitment to excellence in everything we do. Find out how this benefits you as a Plan Sponsor.

ASPPA badge

We are the only Michigan TPA to be Awarded the CEFEX Certification for Global Standard of Excellence in Industry Practices. Experience our commitment to excellence in everything we do. Find out how this benefits you as a Plan Sponsor.

PLAN

We will work to understand the unique needs and goals of your business.

Design

We will optimize a retirement plan solution for your business and your employees’ retirement and tax savings goals.

Monitor

We will monitor your plan every step of the way to assure your objectives are met.

What Matters Most

We provide unbiased, expert consulting you can rely on

We continually monitor your plan to maximize its effectiveness

We keep abreast of regulatory issues to ensure your plan is compliant

We have the solutions to help you stay on track

We Are Proud to Support

Meals on Wheels
ALS Association
Pink Ribbon for Breast Cancer Awareness
Donate Life: Coalition of Michigan logo
Sweet Dreamzzz Inc
MDA: Fighting Muscle Disease
National Multiple Sclerosis Society