Specialists in the areas of FASB 106/158 and GASB 43/45 funding. Creative solutions that will help reduce underfunded pension liabilities as well as post-retirement healthcare costs. Our strategies reduce funding costs freeing up cash flow for other projects and helping to reduce budget deficits.

We realize the importance of retirement benefits within the scope of your overall employee benefits package. We will work with you and your advisor to ensure that your plan best suits your needs as your business evolves. Our client base is broad and we administer plans for clients throughout the United States, ranging in size from self-employed individuals to firms with over 100 employees. However, small- to medium-size plans comprise the majority of our business.

Some label Side By Side Financials as a contemporary professional group, while others think of us as determined and loyal. Regardless of the label, it is our duty as retirement plan administrators, to bring our clients and partners a very personal experience that exceeds expectations. As a group, we strive to make sure that customer service is our top priority. With over 10 years of experience in retirement services, we understand the needs of the market. By building a close relationship with our clients, we are able to meet their every need. Building an account for retirement may be a slow and tedious processm but with endurance and our help, it can be very rewarding.