I have used Truphao to help me establish both an individual 401k plan as well as a Cash Balance Plan. As a practicing physician new to establishing a customized retirement plan, Truphao did an incredible job explaining my options, the benefits of establishing such plans, and most importantly walking me through each step of the process. Their attention to detail and responsiveness are exceptional. I look forward to working with them for many years to come and I would absolutely recommend them to anyone.