Business Details
Your Trusted Partner for Financial Adviser Solutions
We are a dedicated team of financial experts specializing in creating customized retirement solutions for businesses and individuals. With decades of combined experience, our team includes certified professionals such as Enrolled Actuaries and IRS Enrolled Retirement Plan Agents who provide trusted guidance on ERISA compliance, pension valuations, and tax-efficient retirement plans. Our approach combines technical expertise with personalized service, acting as an extended HR department for clients while proactively addressing evolving regulations.We serve nearly 1,000 businesses across Southern New England and beyond, prioritizing transparency, fiduciary responsibility, and innovative problem-solving to help clients save time, taxes, and money through optimized retirement strategies.
Services
ERISA Compliance
Section 125 Cafeteria Plans
Pension Valuation
Defined Contribution Plans
Defined Benefit Plans
Highlights and features
- We offer over 20 years of experience in retirement planning
- Our team includes certified experts with extensive experience
- We provide personalized service tailored to business needs
- We proactively consult on changing regulations and laws
- We act as your extended HR department for retirement plans
What people say
Expert guidance
Personalized service
Effective solutions
Proactive approach
Knowledgeable team
Services
ERISA Compliance
We ensure retirement plans meet federal ERISA standards through comprehensive audits, documentation, and fiduciary guidance. Our experts help businesses avoid penalties while maintaining tax-advantaged status. With specialized knowledge of evolving regulations, we provide tailored compliance strategies that protect both employers and employees.
Defined Benefit Plans
Custom-designed pension solutions guarantee specific retirement benefits based on salary and service history. We handle actuarial calculations, funding requirements, and IRS reporting to ensure long-term viability. This service helps business owners maximize tax deductions while providing secure retirement benefits for employees.
Pension Valuation
Accurate pension valuations for divorce proceedings determine equitable asset distribution. Our certified professionals use advanced actuarial methods to assess current and future pension values. This service provides legally defensible valuations that meet court requirements while protecting clients' financial interests.
Section 125 Plans
We design flexible pre-tax benefit packages allowing employees to choose from multiple options while reducing payroll taxes. Our implementation ensures compliance with non-discrimination rules and proper documentation. This service creates cost-saving opportunities for both employers and employees through optimized benefit structures.
Defined Contribution Plans
Custom 401(k) and profit-sharing plans maximize retirement savings through tax-deferred contributions. We handle plan design, administration, and compliance testing to ensure optimal implementation. This service provides scalable solutions for businesses of all sizes while meeting specific employee benefit objectives.
People
Grant Brown
President
President with expertise in defined benefit plans and business retirement solutions. Leads strategic direction while maintaining client-focused service standards.
Jeffrey Brown
Founder/Chairman
Founder and Chairman bringing decades of experience in retirement plan design. Provides oversight on complex pension solutions and company vision.
Questions
What retirement plan services do you offer?
We specialize in ERISA compliance, defined benefit/contribution plans, Section 125 cafeteria plans, and pension valuations for divorce.
How do you help businesses save money?
We optimize tax-efficient retirement strategies, reduce IRS liabilities, and provide compliance solutions tailored to your business structure.
What areas do you serve?
Primarily Southern New England, with clients across Rhode Island, Massachusetts, and beyond.
What makes your firm different?
Our team includes IRS Enrolled Agents and actuaries with 20+ years average experience, offering personalized HR support and proactive compliance guidance.
