INSIST ON A CEFEX CERTIFIED TPA
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.
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
