Schloss & Co, LLC offers a full compliment of services to support our clients and the utilization of our technology solutions.
Schloss & Co, LLC has actuaries on staff to support the most complicated qualified pension plan issues. With years of experience Schloss & Co, LLC has the expertise to handle the most complicated matters.
Schloss & Co, LLC also employs a full team of Relationship Managers who assist in every phase of plan proposal, conversion and ongoing management. The Relationship Manager team is composed of industry veterans who are intimate with the issues that TPA's, Advisors and Plan Sponsors need to deal with when supporting a qualified plan.
As a consultant with aligned interests, Schloss & Co, LLC can help you introduce new products and services to expand your revenue lines as well as supporting your clients and employees in new and better ways. Additions like Defined Benefit Plans, IRA Rollover & Health Savings Accounts.
Services
(k)-LINK TM is Schloss & Co, LLC's technical showpiece, but it is just the tip of the iceberg when it comes to our continual quest for technologies that improve and enhance our clients' goals.
This is Technology raised to a higher power!
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Schloss & Co, LLC
Actuarial & Benefits Consulting
Please click on any of the links below, for the various types of 'Pension Plans' are expert staff consult on and service:
Helpful Tips & Tools:
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"(k)-LINK TM".
