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(866) 423-6387
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Larry is an expert in the franchise and funding fields. I know that anytime I ask for his help for a client, I can rely on Larry to provide expert advice that is in the best interest of that client. Larry works with honesty and integrity and is willing to tell you the way it is even if it isn't something you want to hear....
Kathy Gladd
Business Coach at The Entrepreneur's Source
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Funding Tool
To retire wealthy,
you must plan brilliantly.

Retirement Plan Administration

Retirement Plan Administration is such a large part of what we do. In 2009, we acquired CHEC, Inc., a company that has specialized in plan administration since 1987. There are a variety of retirement plan services for companies with 1 to 5,000 employees. Below are some of the services we offer:

Plan Design

  • Creative Plan Design Alternatives
  • Assist Identifying and Establishing Objectives
  • Develop Strategies and Solutions to meet Employer Needs and Control Costs
  • Special Plan Design Comparison Studies

Compliance and Administration

  • Compliance with Regulations and Legislation
  • Compliance Testing / Controlled Group Issues
  • Preparation of Government Filings
  • Participant Recordkeeping

Employee Communications

  • Summary Plan Descriptions (SPDs)
  • Individualized Benefit Statements
  • Benefit Announcements
  • Enrollment Presentations
  • Logo IFA
  • Logo vet fran
  • Logo BBB
  • Logo IBBA
  • Logo ASPPA
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