Megan Schneider

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA,” certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally.