Overview

Our business is servicing and running 401(k) plans. We have roughly 30 plans on the books and are looking to grow that through acquisition or merger. We have been in this business for 30 years with extensive background in compliance, investments, and employee education. There is a very small portion of rollover business that we have not expanded into and would be interested in that expertise as well.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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