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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