We provide consultations, communication and design to develop the retirement program best suited to meet the needs of your business.

Design

Preparation of illustrations showing cost versus benefit provided and suggestions for plan design and formulas

Implementation

Assist in the development of plan documents for review by an attorney and preparation of data needed for filing the plan with the Internal Revenue Service - also includes communication packages for employees

Administration

• Determination of eligibility
• Allocation of Employer/Employee contributions, gains/losses and forfeitures
• ADP/ACP, minimum coverage, participation and Top Heavy testing
• Preparation of IRS forms 5500 and related schedules
• Preparation of annual reports, including financial summaries and participant certificates

Technical Support

Our qualified staff is dedicated to providing you with the highest level of knowledge and technical support.

Qualified Retirement Plans:

• 401(k) Plans
• 412(i) Plans
• Profit Sharing Plans
• Age-Weighted Plans
• Cross-Tested Plans
• Money Purchase Pension Plans
• Defined Benefit Plans

Not for Profit and Government Plans:

• 403(b) Plans
• 457 Plans

Simplified Employee Plans:

• SEP’s – SAR-SEP’s
• Simple IRA’s and 401(k)

Trust Accounting