Our ultimate goal is to help our clients maximize the value of their qualified retirement plans. From setting up basics, cost-efficient plans, to designing more sophisticated combination plans, we are able to provide solutions to help our clients align their qualified retirement plans with their specific goals and objectives.
Plan Design & Consulting
Our experience includes designing and administering qualified plans for business of all types and sizes, which includes: 401(k) Retirement Plans, 403(b) Plan, Profit Sharing Plans, Defined Benefit Plans and Cash Balance Plan
Plan Administration & Compliance Services
Our services do not end after the plan design. We work with you to provide the continuous monitoring, maintenance, and regulatory compliance services that are critical to the success of your retirement plan. The following are some of the services we provide : Plan Document Preparation, IRS Submission, Plan Conversions, Nondiscrimination Testing, Top-Heavy Testing and Calculations, Minimum Coverage and Participants Tests, Participant Transactions (Loans/Hardships/QDROs), Assistance with Participants Disclosures, Preparation of Form 5500, Actuarial Valuations, Assistance with IRS and DOL Audits and Corrections, Plan Mergers, Acquisitions, Spin-offs and Plan Termination
Beyond these services, we add value by seeking proactive solutions that will enable our clients to comply with the ever-changing regulatory landscape in the most cost and tax efficient manner possible.