Problems We Solve
Welcome to Alpha & Omega, a Leading Provider of Comprehensive Benefit Plan Consulting Services.
For more than 50 years, we’ve been helping small to mid-size employers primarily in the San Diego and Orange County areas design, build and administer qualified benefit plans that take the complexity, risk and worry out of managing them. We also service clients in other parts of the U.S.

Whether you have 10 employees or 300, we can custom-design the right plan to meet the needs of your business and your employees.

Why Benefit Plans Are Hard to Get Right

Administering a qualified benefits plan requires specialized expertise in many different areas. In today’s markets, the reality is that most small to mid-sized employers don’t have the expertise or resources in-house to administer the complexities of a retirement plan. As a result, their benefits plans often:

  • Cost more than they should
  • Don’t offer the most effective ways for employees to save for retirement
  • Require significant amounts of staff time and resources to administer
  • Fail to achieve the desired goals due to a one-size-fits-all plan

At A&O we specialize in making retirement plan design and administrative problems go away. Leaving no stone unturned, we address the essential components of successful plan design, including:

  • Providing the expertise and advice to create a customized plan that’s right for your business
  • Recommending appropriate investment products and timelines for your goals
  • Using our efficient processes to reduce the time and cost involved in administering the plan
  • Employing a disciplined approach to investing to help reduce the impact of market fluctuations on your plan investments

Our experienced benefit plan consultants will design a plan that’s right for your business and your budget while helping your employees effectively save for retirement.

Call 800.755.5060 to Schedule a free consultation today!

Turnkey Benefit Plan Solutions

As the experts in employee benefits plan design and administration, we specialize in creating and implementing custom plans that:

  • Are tailored to the size and unique needs of your workforce
  • Offer the benefits you want in a cost-effective manner
  • Keep you compliant with all Department of Labor and IRS regulations
  • Minimize the time requirement of you and your staff
  • Maximize employee participation in the plan
  • Achieve your benefit plan goals

With our extensive menu of TPA services, which range from plan design and implementation to employee communications, we provide a comprehensive solution that takes the worry and stress out of managing your benefits plan.

Call 800.755.5060 to Schedule a free consultation today!

Get more out of your benefits plan / Learn More
Schedule a Free Consultation Call 800.755.5060
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