Backed by Dedicated Client Service

Primary plan service professionals with over 60 years of combined experience are your:

• President - David J. Schafer has specialized in the design and administration of qualified retirement plans for over 23 years; Assists CPAs, attorneys and financial planners in the design and implementation of these plans. He has been featured in various industry publications for articles on aspects of 401(k) plans.

• Plan Administrators - Each administrator has experience in plan document analysis and extensive knowledge in the administration of defined contribution plans. Our plan administrators have full responsibility for the maintenance of your plan on our Relius record keeping system. Your plan administrator is responsible for ensuring accurate and timely record keeping and reporting, assisting you with all transaction requests and ongoing account updates and for maintaining smooth plan operation.

• Administrative Assistants - Each plan administrator has an assistant who will work with your company in the day-to-day operation of the plan including but not limited to plan loans and distributions, contribution remittance and enrollments.