Qualified Plan Consulting

At Core we focus on entrepreneurial businesses and professional associations like law firms and doctor groups. We deliver our services in an efficient fashion that is designed to minimize the amount of time you have to commit. We have a depth of experience in the Qualified Plan market. Our principal who oversees this area has been serving qualified and non-qualified plans since 1992. He is also an AIF, Accredited Investment Fiduciary and a CPA, Certified Public Accountant.

1 Investment Selection & Monitoring
2 Vendor Selection Consulting
3 Participant Education Meetings