Qualified Retirement Plan Consulting Services for Employers



Charleston Office


Plan Consulting, Design, and Correction Programs

With over 25 years of public accounting and ERISA experience running plans large and small, we have the ability to structure the right plan to fit your needs.

Existing plan issues?

  • Let us correct those problems in an economical fashion
  • We work directly with the Internal Revenue Service and Department of Labor fixing your plan

Just need your plan updated or reviewed?

  • Plan Design, Investment Structure, and Providers reviewed and benchmarked
  • Negotiations on your behalf with the plan provider to improve your plan and fees​
  • As needed, research into alternative options and management of the conversion process