Specializing in Qualified Retirement Plans

Many aspects of pension administration are time critical, and clients are concerned that important matters are not left to the last minute. Therefore, Osborne & Nelson, Inc. has devised an internal  program to ensure that pension plan administration is processed on a timely basis.

Shayna points out how the firm also prides itself on developing customized solutions. "We 'look past our nose' and give individual thought to every alternative that's available. We listen to our clients and evaluate their goals before we make any recommendations. We then design the plan to meet that specific client's needs, rather than just taking something 'off the shelf'."

Staying in touch with clients regularly is another high priority at Osborne & Nelson, Inc., and an annual review is considered minimum. "We have a policy of contacting each client at least once every year," Shayna says. "We offer to meet with them, review their plans and answer any questions they have. We update them on how changes in laws and regulations may affect them, determine any change of circumstances of the client, and make additional recommendations based on how the plans are operating."