As a leading retirement plan service company, we have helped clients of all sizes plan for their future. For nearly 40 years, our commitment to providing expert consultation and exceptional customer service allows us to deliver customized solutions and unsurpassed retirement plan designs for our clients and their employees.
Making the complex world of employee retirement plan administration easy requires a complete understanding of your plan goals, as well as knowing the latest tax, labor, and employment laws, In an industry where the rules are constantly changing, we maintain our leadership position by keeping up with all of the legislative, regulatory and market changes, ensuring that all federal regulations are up-to-date.
Our experienced team of professionals assist in every aspect of the plan, from budgetary considerations and company goals to plan benefits and record keeping. We not only administer the plan, we offer the highest level of service in the qualified retirement plan industry. We are experts in what we do and have a track record of success to prove it.
Perfect401(k)TM is a cutting-edge, comprehensive, and turn-key 401(k) solution for all business sizes, with a focus on minimizing fee expense, increasing investment value and protecting you against ever-increasing plan related litigation. We’ll help you to design a 401(k) benefits plan that... Read More
Stevens and Associates was established in 1984 by our president Gerald “Ray” Stevens. Ray has been a top level producer since his very first year in the insurance business, and has served on several National Health Insurance Advisory Boards. His standing within the industry grows from a... Read More
We’re on a mission to empower financial health through better tax decisions. Will you join us? Taxes are a black box. Too many people leave money on the table simply because taxes are difficult to understand. By making taxes more transparent, we’re empowering people to own their financial... Read More