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Research

While your expertise is in addressing the complex problems and opportunities in retirement plan design and continuing administration for your clients, ours lies in quickly and accurately analyzing all the publications, statistics,  government documents  and other resources available on qualified retirement plans—and passing that information on to you.

In addition, our research experts field 50,000 questions annually, then select the most relevant and add those to our searchable database. Currently our FAQs database contains 5,000 answers. We refresh our database regularly so that only relevant FAQs are included and outdated ones are removed, saving you valuable research time.
 

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Testimonials

United Benefit Pensions, Inc.

"I highly recommend their services to any TPA or professional firm associated with qualified plans who desires a knowledgeable edge on the competition. Their responses are complete, practical, accurate and timely. They also add additional information, IRS references and appear to have the insight to examine the situation we are inquiring on as if they have been in the situation before.”