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Toll-Free Consulting

Retirement plans are a rapidly changing, challenging area. Between the IRS, Congress, and customers, IRA and Qualified Plan personnel are constantly being challenged with new questions, issues and problems. A major problem many institutions have is that their retirement plan personnel cannot get immediate and reliable answers to their questions.

When you purchase our consulting service, you get unlimited use of our toll-free "800" number, and unlimited access to our experienced attorneys, and pension specialists. With a consulting staff that averages a decade of experience, we can usually give you immediate answers to your questions.


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For Institutions with Assets less than 25 Million
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For Institutions with Assets from 26 Million to 50 Million
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For Institututions with Assets from 51 Million to 75 Million
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For Institutions with Assets from 76 Million to 100 Million
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For Instituitions with Assets from 101 Million to 250 Million
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For Institutions with Assets from 251 Million to 500 Million
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For Institutions with Assets from 501 Million to 1 Billion.
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If you are over 1 Billion in Assets we will quote you a special price.
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