Our Firm

We are an independent consulting and pension administration firm located in Rockville, Maryland.  The company was founded in 1995 by Jackie Carmichael.  Our objective is for all who engage us or work with us in an advisory capacity to have complete satisfaction with the job we do. We want to maintain a lasting relationship with all our clients and professional advisors.

In addition to consulting and pension administration services, we also provide fiduciary services, including serving as named Independent Fiduciary.  Our clients are located throughout the US, but primarily reside in the Washington, DC metropolitan area.

We’ll answer your questions and help you manage your plan, including all governmental requirements surrounding it. We specialize in problem solving, offering solutions for specific issues and establishing procedures and routines for ongoing maintenance. We recognize that each client’s needs are unique, so we can tailor our services to best meet your needs.

We care about our clients, the participants in each plan, and the work we do. We know the importance of getting the job done right, with pride and on time.