Our Services
Serving Your Business
More Than Just A Service Provider
We provide plan design, consulting, and quality administrative and actuarial services for our clients’ qualified retirement plans. Clients, Financial Advisors, and Professional Business Partners look to us for expertise on unique plan designs and delivering high quality, integrated administration services. Our consultants collaborate with clients to define business objectives and to develop suitable solutions. When engaged to design retirement plans, our consulting process does not end with plan design; once established, our consultants provide sustaining services to operate, monitor, and refine an employer’s retirement plan so it delivers ongoing desired results. FinancialFocus’ services are tailored to the specific needs and wishes of each client.
Helping Business Owners
Our goal is to help business owners meet their needs in terms of retirement plan design/implementation, contribution amounts, tax deductions, etc., and to ensure that their retirement plan maintains compliance with ERISA, Department of Labor regulations, and the Internal Revenue Code. Our consultants collaborate with clients to define business objectives and to develop suitable solutions. When engaged to design retirement plans, our consulting process does not end with plan design; once established, our consultants provide sustaining services to operate, monitor, and refine an employer’s retirement plan so it delivers ongoing desired results.
Quality Administration and Consulting
A well-designed qualified retirement plan can be an integral asset to running a successful business. 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, whether you are establishing a brand new plan or re-designing an existing one. Our Pension Consultants have the in-depth actuarial and consulting expertise to help you navigate through the complexities of effective retirement plan design.
Actuarial Consulting
A defined benefit pension plan or cash balance plan can be a powerful vehicle to maximize tax deferred savings. FinancialFocus Retirement Plan Services’ Actuarial Consulting team monitor and analyze regulatory and legislative developments and provide all the services required. We are focused to design, implement, and maintain your pension plan in a way that meets your objectives. Our retirement plan consultants will review the design recommendations with you and provide the information you need to make a sound business decision.