For over twenty years, we have been specializing in professional qualified retirement plan administration. Our offices are located in beautiful Santa Barbara, where we strive to provide the highest quality of cost-efficient consultation and administration of IRS approved retirement plans for employers. With increasing complexities facing financial decision makers, it becomes more important than ever to obtain independent advice from Certified Public Accountants, Investment Counselors and Plan Consultants. Frequently, we find plan sponsors who are cost conscious, but have failed to take advantage of many planning opportunities that could have resulted in savings of thousands of dollars. Read more...