Continuity, Stability, Professionalism. Benefit Strategies.

Building Better Retirements

Donald J. Potter, Jr

Our mission statement, Building Better Retirements, lays the foundation for all that we do. Established in 1979, we provide a level of retirement plan design, administration and management expertise to private business owners and their employees that, until relatively recently, was reserved only for the world’s largest plan sponsors.Our experience and depth of resources in retirement plan management, research and implementation make possible the innovative solutions we provide to clients of all types and sizes. As one of the Southeast’s leading pension consulting firms, we combine a solid commitment to excellent service with a sophisticated and time-tested administrative and investment process.

We help successful businesses, like yours, meet your retirement program goals. For decades, we have been helping retirement plan sponsors overcome their financial and compliance challenges. Today a select group of 150 discriminating retirement plan sponsors retain us for guidance to formulate, administer and/or manage their retirement programs. Our solutions are customized to deliver value to your organization’s unique needs.

Please feel free to contact us for references or a representative list of clients.

Contact us to learn more about our retirement solutions and services.