Welcome to Cypress Group, LLC! 
The Cypress Group, LLC was founded in 1997 with the intent to provide an independent company who specializes in understanding and designing all types of retirement plans. Cypress Group is uniquely qualified to provide consultation and broker services.
As pension laws and regulations have grown in complexity, we are challenged to maintain our level of expertise and communication. Our professionals work hard to keep abreast of all employee benefits and industry developments to ensure each client’s special needs will be met.
We assist the employers with their fiduciary obligations and make sure their plan document is in compliance with all government regulations. Employers with 401(k) plans are trying to transfer some of their responsibility to their employees. In order to have this happen the plan must comply with Section 404(c) of the Internal Revenue Code. This Code Section is complex and Cypress Group, LLC provides the roadmap for our clients to reach their goals.
We provide the following areas of expertise:
- Retirement Plan Design
- Estate Planning - coordinate with retirement plans
- Retirement Distribution
- Assist companies in defining an investment policy
- ERISA Compliance (401k Section 404c)
- Due Diligence Quarterly Reports
- Trustee/Fiduciary Assistance