One of the first differences you'll notice as a McCready and Keene client is that we assign a whole cross-functional team to your plan. Everybody on the team will be familiar with your plan and your preferences, so if your primary contact isn't available you'll always be able to talk to someone who knows the special details of your account. With other retirement plan companies you can find yourself having to explain your plan to a different person every time you call.

Included on your team is one of our highly experienced staff attorneys or paralegals. By making compliance an integral part of how we handle your account, rather than something we do in addition to our 'real' jobs, we assure that we will do our best to help you avoid any problems with the IRS, the Department of Labor, or the PBGC that could result in your plan losing its favored tax status. Few other retirement plan companies offer this valuable safety net.

In order to help you choose the plan that works best to meet the needs of your company and your employees, McCready and Keene offers a wide range of retirement plan options. And because we're independent, you'll know our recommendations are objective and will put your needs ahead of our financial gain.

In drafting your plan, McCready and Keene can often give you the option of customizing using an individually designed plan or a standard prototype plan. This unusually high level of flexibility allows you to get exactly the plan you want, rather than an 'off-the-shelf' version that may or may not come close to what you want. In addition, we can often customize how your data is transmitted, your statements and much more.

Once your plan is established, we can provide all the reports you need. In many cases we deliver annual reports a full three months ahead of when other firms get around to it. By staying ahead of the curve, we give you more time to think about your plan, so you have the luxury of making changes that keep you right where you want to be.

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