Retirement Plan Team

Your retirement plan is one of the most important benefit offerings within your total rewards strategy and must meet both the requirements of your organization of those of the Internal Revenue Service and the Department of Labor. Our team is expertly trained to analyze and design the most appropriate retirement plan to fit your organization’s goals and objectives; perfectly tailor your fiduciary architecture, processes and documentation; and assist in the ongoing administration of your retirement plan.

Get the latest Retirement Plan news and advice from our team of experts here:

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2427 W. Centre Ave.
Portage, MI 49024
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Phone: (269) 342-1700
Fax: (269) 342-1606
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