Our objective is simple: to make your defined benefit plan a resounding success by providing you soup-to-nuts design and management of your plan combined with the highest level of personalized service.
We provide our clients a comprehensive and cost-effective turn-key defined benefit plan solution which includes the following:
- Plan design
- Ongoing plan administration
- Professional management of plan investments
Our solution is:
- Easy to set-up and track
We handle all of the paperwork and confer directly with your CPA concerning the required annual IRS filings.
Customized Investment Management
Our open-architecture platform ensures our clients have access to a wide range of investments. Accounts are held in the name of the plan and are accessible to our clients 24/7 via secure website. Clients confer directly with Orion portfolio managers to ensure their plan investments are managed according to their unique financial circumstances.
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