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401(k), Group and Executive Benefits

To view the entire Chief Retirement Officer brochure, click here.

Think of us as your Chief Retirement Officer (CRO), equipped to handle your retirement plan needs. We design, implement, and maintain a comprehensive retirement plan, customized for your company and your employees.

Your business has grown to the point where many of your responsibilities have little to do with your core business, but they are still critically important to your overall long-term success. Your company retirement plan is a perfect example. You know you need excellent benefits in order to attract, reward and retain exceptional employees. You know that you need to keep these benefits costs reasonable and under control. Let us help you accomplish these goals.

Our comprehensive, evolutionary 401(k) Success Solution™ process is built around three principles: simplicity, focus, and balance. We will develop a retirement plan that meets your company’s needs, leaving you free to focus on what you do best: running your business.

Some business owners needs go beyond 401(k). Our case design expertise allows us to evaluate deferred compensation plans to serve as “golden handcuffs” for your key employees and lesser known plans that, depending on plan demographics, allow some of our business owners to make six figure pretax contributions to their retirement plan each year.

We look forward to adding value to your retirement plan so that you can better recruit, retain and reward key employees—including you!

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Investment Service and Advice offerings may vary by plan type and/or contract.  Securities & Investment Advisory Service offered exclusively through HTK, Registered Investment Advisor and Member FINRA/SIPC.  For complete information on these offerings, please visit to view a current Form CRS.

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