Retirement Plan Services from One of Oregon’s Most Trusted Firms

Plan design, review, and compliance, and Third-Party Plan Administration (TPA)

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Businesses look to us to provide:

  • Customized plan design to meet their unique needs
  • Year-long planning to maximize tax deductions, contributions, and profit sharing for participants
  • Year-round guidance, support and education, so there are no surprises
  • Dependable plan administration to meet compliance requirements

  • Custom Plan Design & Plan Documents
  • Contribution Projections & Tax Planning
  • Year-Long Consulting
  • Plan Administration, Compliance, and Filing Form 5500
  • Integrated Retirement Plan & Investment Strategy
  • We work with business owners who want to ensure that they and their employees have an accessible and cost efficient way to save for retirement.
  • Typical clients have under 100 employees, have consistent cash flow, high profitability, and appreciate a high level of client service.
  • Our expert industry knowledge makes us an ideal partner for professional service firms, healthcare providers and dental practices.
  • Our expert team includes a Third-Party Administrator (TPA), Retirement Plan Specialist, and a CPA – all under one roof.
  • Our team places a high priority on building effective working relationships with our clients and their staff. We believe that responsive, personal relationships with clients make our services much more effective and beneficial.
  • We assign a client relationship manager who is personally responsible for ensuring that all work is performed timely and accurately.

PlanSponsorLink users can use this link to complete the Retirement Plan census file and other year-end information.


Meet the Retirement Plan Services Team


Recent Retirement Plan Services News

OregonSaves program logo

September 13, 2019

Next Round of OregonSaves: Is It Right for You?

On December 15, 2018, the State of Oregon will implement its next round of private company retirement plan requirements. Companies with 20 to 49 employees will be required to auto-enroll all employees who do not currently have a retirement plan into the OregonSaves retirement program…