Alpha & Omega's Services Include:

Employee Benefit Services

• Consulting
• Plan Design
• Document Preparation / File IRS Form 5300 Series
• Plan Administration

Asset Management Services

• Money Management for Institutions and Qualified Plans
• Rollover IRA Asset Management Services
• Money Management for Individuals, Estates and Trusts

Trust Consulting

• Estate Planning
• Trust Accounting

Expert Witness Services

• Court Testimony
• Arbitration/Mediation
• Document Review
• Expert Opinion

Other Service Areas

• Executive Compensation
• Communication and Education Services
• Personalized Pension Plans