Contact Us

We thank you for visiting our site and are available if you have any unanswered questions. 

Take credit for saving your organization thousands of dollars by spending a few minutes supplying the following items to receive your no obligation fee quote today!

  • Copy of Summary Plan Description (SPD).
  • Legal name of your employee benefit plan. 

    Requests for Proposals (RFP's) can be emailed to

  • We will acknowledge receipt of your information and will usually be able to completely respond to your proposal request within 72 hours. 

We appreciate your consideration and look forward to working with you in the future! 

Email Scott directly (above) or fill out form below
Phone Number
Best time to call

Tax Due Dates