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Retirement Management Services

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Your Trusted Partner in Excellence for Comprehensive Retirement Solutions Across the Nation

The company is a distinguished leader in the staffing industry, offering a variety of comprehensive services focused on retirement plan design, administration, and consulting. Operating independently, the firm collaborates closely with plan sponsors and financial advisors to ensure seamless operation and tailored solutions for diverse retirement plans. With a robust client base spread across the United States, the company caters to organizations varying greatly in size—from individual participants to large corporations with over 50,000 employees. This wide-ranging client interaction enables the firm to deploy its extensive expertise to meet the unique needs of each business effectively, thereby ensuring optimal retirement plan management.

The firm's commitment to excellence is reflected through its consistent high rankings in national client satisfaction surveys. Established initially in partnership with a local accounting firm, the organization has evolved into a standalone entity, emphasizing independence and integrity in all operations. With roots dating back to 1997, the company's leadership has successfully navigated industry changes, with significant ownership transitions contributing to its enduring success. Continuous education and training for its staff ensure that the firm remains at the forefront of legislative and regulatory developments. This focus on quality and client-centered service positions the company as a trusted ally in the staffing arena, dedicated to fostering lasting relationships built on professionalism and innovation.

Your Trusted Partner in Excellence for Comprehensive Retirement Solutions Across the Nation

The company is a distinguished leader in the staffing industry, offering a variety of comprehensive services focused on retirement plan design, administration, and consulting. Operating independently, the firm collaborates closely with plan sponsors and financial advisors to ensure seamless operation and tailored solutions for diverse retirement plans. With a robust client base spread across the United States, the company caters to organizations varying greatly in size—from individual participants to large corporations with over 50,000 employees. This wide-ranging client interaction enables the firm to deploy its extensive expertise to meet the unique needs of each business effectively, thereby ensuring optimal retirement plan management.

The firm's commitment to excellence is reflected through its consistent high rankings in national client satisfaction surveys. Established initially in partnership with a local accounting firm, the organization has evolved into a standalone entity, emphasizing independence and integrity in all operations. With roots dating back to 1997, the company's leadership has successfully navigated industry changes, with significant ownership transitions contributing to its enduring success. Continuous education and training for its staff ensure that the firm remains at the forefront of legislative and regulatory developments. This focus on quality and client-centered service positions the company as a trusted ally in the staffing arena, dedicated to fostering lasting relationships built on professionalism and innovation.

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Headquarters

905 Lily Creek Rd, Louisville, KY 40243-2808, USA