Trendcepts focuses on assisting small business owners and sole-proprietors in the implementation and ongoing administration of their qualified plans. Utilizing documents expertly designed and prepared by our firm, you have the flexibility to choose your own investment advisor, bank or brokerage firm for your investments. You can also easily change those investment managers and advisors when they are not performing to your expectations.

We maintain a staff that consists of over 75+ years of combined experience in the pension industry. Our wide array of services include plan consulting and design, document preparation and implementation, compliance testing, day-to-day administration assistance on such issues as distributions and loans, contribution calculations and preparation of the annual 5500 filing. Our goal at Trendcepts is to help you maximize the benefits of your company or individual plan with superior personalized service.