Grow your business, enhance your workplace, and improve your organization's outcomes with our multi-disciplinary B2B consultative solutions.
Our industry leading retirement plan management system enables turnkey or customized daily valuation 401(k) Plans for workplaces of all sizes.
Origination to plan termination compliance, offered under private-labeled or co-branded solutions, for ERISA and Non-ERISA plan arrangements, of defined contribution or defined benefit plan types.
Designing benefit plans since 1978, our experienced process starts by defining an employer's objectives.
Financial stress costs employers thousands per worker annually. Our solutions alleviate the causes of stress, leading to greater employee productivity.
We deliver significant value to client organizations by delivering a range of products, services, and solutions focused on 401(k)/DC plan recordkeeping, benefit plan administration and outsourcing, and workplace financial wellness. Our engagements are staffed by professionally qualified consultants to ensure client objectives are precisely satisfied.
The best consultative solutions should precisely satisfy a client's unique objectives and deliver meaningful outcomes.
Petros P. Koumantaros Managing Director and CEO
We believe in a 'Clients 1st,' approach to service. Our goal is to not only meet Client expectations, but continuously strive to exceed them.
Yannis P. Koumantaros Managing Director and CFO
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