Don’t wait to learn how we can make this part of your business life easier for you.
Plan Types
We can easily explain which would be best for you, your employees, or your clients.
- Defined Benefit Plans
- Cash Balance Plans
- 401k /403b Plans
- Profit Sharing Plans
- Money Purchase Plans
Plan Services
Our expertise can assist you in several ways.
- Evaluate existing plans, compare, and make recommendations
- Create a new plan or easily transition an existing one
- Test plan compliance and provide administrative services
- Deliver IRS & DOL audit guidance and support
- Provide plan termination services
- Process participant loans and distributions
- Preparation and filing of 5500 forms, as well as 1095 and 945 forms
- Provide personalized consultation for operation and administration of the retirement plans for each client’s individual needs
