Contact Us


To find out more about the services we offer or how we can help you improve your current plan, please contact us to set up an introductory converstaion with a member of our Senior Team.


Toll Free: 866-625-4611 Fax: 407-740-6113

Complimentary Plan Review


This customized report includes a comprehensive evaluation of the plan to ensure that requirements and best practices of the Employee Retirement Income Security Act of 1974 (ERISA) are met. The review will include an assessment of safe harbors including Reg. 404(c) and 404(c)5; QDIA compliance, plan administration, participant education, adequacy of the ERISA fidelity bond and fiduciary liability coverage, and benchmarking of plan fees, vendor revenue, as well as a 5 year pro forma cost containment illustration. We will also complete a proactive review of the new 408(b)2 and 404(a)5 Fee Disclosure Regulations. This important review can help you and other fiduciaries demonstrate prudence, ensure that the plan is compliant, and that third party vendors are attending to their responsibilities without excessive expense to participants.

We encourage you to fill out the from below to receive a complimentary Plan Review. If you have any questions regarding our Complimentary Plan Review please email us directly at or call us at 1-866-625-4611. We look forward to working with you. We are an independent firm with no obligation or alliance to any retirement plan provider.

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This Free Review is for Qualified Prospects only. Corporate Plan Assets must be a minimum of $10 Million Dollars.

Tracking # 1-461393



Client Lockbox

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113