Founded in 1999, Tomkins and Associates, LLC assists the fiduciaries of 401(k) and other qualified and nonqualified United States retirement plans with the management of such plans, offering specialized services to U.S. subsidiaries of foreign corporations.

Tomkins and Associates’ team of professionals combines in-depth knowledge of the U.S. qualified and nonqualified retirement plan industries with the firm’s proprietary plan management techniques to provide clients with services and solutions that are unique to their management style, philosophical approach, and corporate culture.  Our areas of consulting expertise include:

• Qualified Plan Design and Operation (Case Study 1)
• Controlled Group and Coverage Analyses
• Contract Negotiation and Vendor Acquisition (Case Study 2)
• Merger and Acquisition Due Diligence
• Ongoing Performance Monitoring and Reporting on Vendors
• Actuarial and Replacement Ratio Analyses
• Nonqualified Plan Design and Operation
• Investor Education Program Implementation

Tomkins and Associates provides retirement plan services to a variety of clients.  Each of these clients has discovered that the professionals at Tomkins and Associates not only understand the challenges of their business, but are also committed to partnering with them to assist their continued growth and success.