Consulting Services

Our professionals have diverse backgrounds that include plan design and statement, administration, audit and compliance. We offer a wide range of consulting services  to include:


Plan Design – 401(k), 403(b), 457(b), Profit Sharing and Pension Plans

  • Our team can design retirement plan programs that fit your company’s demographics, keep up with changing regulations or reflect changes in your corporate objectives.


Executive Deferred Compensation Programs

  • When a qualified retirement plan such as a 401(k) does not meet the needs of key employees, we will help you explore deferred compensation plan arrangements for a select group of highly compensated employees. Often an executive deferred compensation plan is desirable to attract and retain key employees.

For more information contact:

Rosemarie M. Panico-Marino
Managing Director
(312) 564-3806