You may be in business, but you’re not in the 401(k) business. And that’s completely understandable!

When you offer retirement and healthcare plans to your employees, you’re giving them much more than just a supplement to their paycheck. You’re helping them pursue foundational security to protect themselves and their families.

Greg Farrall is a Professional Plan Consultant® (PPC®) a Certified Plan Fiduciary Advisor (CPFA®) and an Accredited Investment Fiduciary (AIF®) that can help you review your existing plan, find its weaknesses, and develop a course of action toward improving it for you and your employees.

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We supply your company with a virtual Fiduciary Audit Vault that has all of your important documents, reviews, meeting minutes and more.  If your plan is ever audited by the Department of Labor we can show a proven process that in return makes for better compliance.

We provide a “financial fitness test” to evaluate your current plan, provide a personalized action plan, and answer any questions you have.