We are a family fee only, third party pension administration firm. We specialize in quality plan administration with local service at a reasonable cost. We do not provide investment or insurance services. Our local consultants and ownership are strategically placed to service our 1,000 plans in the western states. We continue to expand the market place and have recently opened additional offices in Utah and Idaho. Our consultants meet with business owners, CPAs and Financial Planners. While many plans are new, most of them are existing plans we revise to better accomplish the goals of the employer. We perform a complimentary plan design analysis for the client.