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Mission Statement | Practice Philosphy | Primary Services
Mission Statement
We strive to be an advocate for our clients. This is accomplished by providing independent professional services in the evaluation, design, implementation and continuing administrative support of their retirement plans. We will be timely in our services. We will respond promptly to questions and seek to maintain an active communication channel with each client. Our client’s goals are paramount.
Technology Used

The professional plan document and administration software and IT systems vendors we utilize are recognized leaders:

  • ASC Defined Contribution / 401(K) Administrattion
  • Datair Retire Docs/
  • Plan Document System
  • Pension Reporter 5500 System

ADVANCED has established electronic links with the major package plan providers, allowing us to access most of the data needed to produce our Administration Package. Among the numerous vendors, those most frequently used by our clients include:

John HancockAmerican Funds Transamerica
Lincoln Financial HartfordING
MetLifeGreat WestLord Abbett
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