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Alpha & Omega is a Regional Employee Benefits Consulting Firm and a Registered Investment Advisory Firm offering:

  • Employee Benefit Services
  • Asset Management Services
  • Trust Consulting
  • Fiduciary Compliance Services

The company was founded in 1975 and incorporated in 1978. From its inception, Alpha & Omega has specialized in the design, administration, compliance testing, actuarial certifications and trust audit of qualified plans. The plans administered include:

  • Profit Sharing
  • Target
  • Money Purchase
  • ESOP
  • Defined Benefit
  • KSOP
  • Cross-Tested
  • Non-Qualified
  • 401(k)
  • Cafeteria Plans
  • 403(b)
  • Cash Balance Plans

Over the years Alpha & Omega has provided consulting services to various national and state chartered banks in helping establish trust divisions or helping enhance the services of an existing one. The firm also provided both the technical and back office administration support which enabled each trust department to offer employee benefit record keeping services.