About Us 

We specialize in the design, development, implementation and ongoing administration of Retirement plans. We have a broad base of knowledge and experience.  We work with startup plans as well as plans that have been running for many years.  We work with Employers that want complex plan design as well as those trying to minimize effort and cost with the most simplistic plan design.


Our Partners:

  • Jacqueline Bochenski, CEBS, QPA, QKA, MBA
  • Marianne Kral, CPA, CPC, QPA, QKA, MBA
  • Terrence Kral, CLU, ChFC, CFP, CBC