SetAway provides retirement plan services that are innovative and flexible to meet the needs of the business owner. We offer plan design, documents, consultation, 316 and third party administration services to local business owners in New England. Setaway is passionate about servicing the small to medium size business owners, Registered Investment Advisors, Record-keepers, CPA's, and plan participants.

KAS Consulting offers consulting services to the Record-keepers, TPA's, RIA's across the country. We specialize in rolling up our sleeves and helping with operations by creating efficiencies and project management to allow the business to continue to grow and be as profitable as possible. We help companies in all different stages- some are just entering into the retirement industries, some companies who are looking to get "the house in order" to be able to exit, and the ones in between who want to continue to grow and need help getting to next level.We also work with custodians, software companies and mutual fund companies that want to really understand the recordkeeping and advisor space. Area's of expertise-Interim Executive director/ CEO/COO-COO for hire-Document management systems & Workflows-Outsourcing-Record Keeping process & procedures-Record Keeping system conversions-Project management & implementations-Growing Pain solutions-Remote Employees-Client Service and Relationship Management-Marketing-Billing/Quickbooks-Schwab Retirement Technologies (SRT)-ASC

CEO Group

Provide strategic oversight, direction, and leadership to position company at forefront of industry. * Played instrumental role in company growth. * Reduced staffing requirements and improved efficiency, while attracting new business. * Improved brand messaging across entire organization.

Ensure company compliance with regulatory requirements, as well as, employee adherence to internal policies and procedures. Coordinate SAS70 and SEC audits.

Directed all daily company operations to ensure optimal efficiency and effectiveness, maximum resource utilization, and world-class customer service. * Saved money and gained efficiencies by leading initiative to outsource functional operations to India.* Drove optimal regulatory compliance rating by creating company’s first compliance department.