Broker Check

nonprofit Plan Sponsors

Helping nonprofits have the right retirement plan

Helping nonprofits have the right retirement plan

Our team has the privilege of working with many prestigious organizations across the country, covering a range size and complexity.  As a national practice, we are positioned to service our clients located in all time zones.  Most of the nonprofit organizations that approach us have not previously employed the services of an advisory firm prior to working with our team.  

Documentation and transparency regarding items such as service agreements and fee arrangements are also crucial, and our team makes this part of its protocol. Each client receives an annual executive summary at the end of each year. The team also has a proactive client communication model and strives to analyze any new legislation and provide information to clients as soon as possible.


A defined contribution plan where an employee can make contributions from his or her paycheck either before or after taxes, depending on the options offered in the plan.


A retirement plan for specific employees of public schools, tax-exempt organizations and certain ministers.  Our team will help consolidate vendors.

Defined Benefit Plan

A company pension plan in which an employee's pension payments are calculated according to length of service and the salary they earned at the time of retirement.  Our team can manage assets to current liabilities. If needed, we can also help with the termination process.


A type of nonqualified, tax advantaged deferred-compensation retirement plan that is available for governmental and certain non-governmental employers in the United States.

Have a Question?

Thank you!