Welcome to FinancialFocus!

Financial Advisors

FinancialFocus Retirement Plan Services has dedicated, experienced and responsive professionals.

Learn more

Plan Sponsors

Our ultimate goal is to help our clients maximize the value of their qualified retirement plans.

Learn more

3(16) Fiduciary Services

With us on your team, FinancialFocus 3(16) fiduciary services becomes the named fiduciary plan administrator.

Learn more

Welcome to FinancialFocus!

An independent third party retirement administration company

About Us

We specialize in the plan design, consulting, administration, and compliance of 401(k) retirement plans, and many types of corporate retirement plans.

We offer our services primarily through strong relationships with Financial Advisors, Professional Business Partners, and alliance partner relationships with Investment Providers to deliver appropriate plan design and a superior level of service.

Helping Your Business Provide A World Class Retirement Plan

Actuarial Consulting

FinancialFocus Retirement Plan Services Actuarial Consulting team monitor and analyze regulatory and legislative developments.

Quality Administration and Consulting

FinancialFocus Retirement Plan Services is a respected third party administrator (TPA) and actuarial consulting firm that have been offering flexible retirement plan solutions to businesses of all types and sizes.

Tailor Made Solutions

Instead of getting boxed in by a pre-packaged design, let FinancialFocus Retirement Plan Services help you get what matters most to you and your employees.

Helping Business Owners

Our goal is to help business owners meet their needs in terms of retirement plan design, implementation, contribution amounts, and tax deductions.

Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.