The Senex Group is headed and staffed with experienced retirement plan professionals. The owners of the firm each bring almost 30 years experience in retirement planning to the designing and evaluation of every retirement plan. Our staff members include ERISA experts, ASPPA Certified Administrators, Certified Pension Consultants (CPC), Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), Certified Financial Planners (CFP), an enrolled actuary, an attorney and a Certified Public Accountant (CPA).

The Senex Group and our staff are members of the National Institute of Pension Administrators (NIPA), the American Society of Pension Professionals Actuaries (ASPPA), the American Academy of Actuaries (AAA), ASPPA College of Pension Actuaries (ACOPA) and the Society of Financial Services Professionals. With this amount of experience, The Senex Group is able to build comprehensive, multiple retirement plan strategies that benefit everyone involved. The Senex Group can build plans as simple as a SEP-IRA or as complex as a coordinated multiple retirement plan approach.

Each account is assigned its own Administrative Team, led by a senior pension professional with over 15 years experience in pension administration. This ensures that you will always deal with a knowledgeable professional who is completely familiar with your account.

Some of the Associates of The Senex Group are Registered Represntatives of, and offer securities product and investment advisory services through, Royal Alliance Associates, Inc., member FINRA and SIPC, and a Registered Investment Advisor. The Senex Group is not affiliated with Royal Alliance Associates, Inc., or registered as a broker-dealer or investment advisor.