Get Expert 401(k) Guidance
Protect your plan from costly mistakes with professional fiduciary advice
Don’t navigate complex ERISA requirements alone. Our experienced advisors help plan sponsors maintain compliance, reduce costs, and avoid the 12 critical mistakes that can jeopardize your plan’s qualified status.
- Free Initial Consultation Available
Book Your Free Consultation
Tell us about your 401(k) plan and we’ll provide expert guidance tailored to your needs.
We typically respond within 24 hours. For immediate assistance, call 330-491-2220
Contact Information
Phone
Email
Office Address
4790 Douglas Circle NW
Suite 102
Canton, Ohio 44718
Business Hours
Monday - Friday: 8:00 AM - 4:00 PM
Saturday - Sunday : Closed
Our Credentials
- Registered Investment Advisors
- 401(k) and Pension Plan Specialists
- C.F.P., Q.P.A., Q.K.A., M.R.F.C.
Compliance Emergency?
If you’re facing an immediate DOL audit, compliance violation, or plan disqualification issue, call us right away.
Visit Our Canton Office
Located in Canton, Ohio, we serve plan sponsors throughout Ohio and the surrounding region.
Address: 4790 Douglas Circle NW, Suite 102, Canton, Ohio 44718
