The Senex Group is a diversified, financial services firm founded for the sole purpose of helping business owners successfully retire. We specialize in integrated, tax-qualified retirement plan design, implementation and administration. Working with nationally known investment and insurance firms, we tailor plans to exactly meet each client’s objectives and goals.

We have helped large and small employers alike with qualified plan design, implementation, enrollment, funding, investment and administration as well as business, estate and personal financial planning. Whether it’s a defined benefit or defined contribution plan, a 401(k) or a 412(i), The Senex Group has experience with personalized plan design, implementation, employee communication, regulatory reporting and tax filings.