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Greetings! My name is Cathy and ten years ago I, along with a business partner, bought twenty year old a pension administration firm. We are located in northwestern IL, probably 40 miles from Chicago. As a TPA, our practice focuses on the design, installation and administration of retirement plans for small business owners. The majority of our business comes from brokers and CPAs and plans range in employee size from one person to 150, with the average about 30 employees. We utilize various investment houses for daily valuation services but do provide prototype standard and non-standard documents and have an ERISA attorney on retainer for our individually designed plans, such as New Comp, etc. Certification of our Defined Benefit plans is provided by an outside actuary. We like to consider our operation a purveyor of painless pension administration!

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