Retirement Plan Consulting
Employee benefit programs exist in a constantly changing
set of economic, regulatory and demographic environments.
We will assist you in designing your retirement plan
to respond to both the needs of the employee and the
employer, as well as to the changing environments
under which the benefit of the plan operates.
We review eligibility issues, vesting, contribution
formulas, etc. to be certain that you are establishing
the best possible plan for your employees. Often times,
a plan is established without reviewing the demographics
of the company and the plan sponsor learns too late
that much work and expense is needed to keep the plan
in compliance with IRS regulations. We will focus
on the design to provide you flexibility.
Retirement plan services include:
- 401(k) plan record keeping including ADP/ACP
testing and plan restructuring
- Profit sharing plan record keeping
- Trust accounting
- Compliance testing
- IRS/DOL filings
- Plan design, prototype plan documents and summary
plan descriptions
- Plan cost studies
- Benefit claim processing
Click Here to view the
401(K) checklist >>
Initial
Consultation:
If needed, we start with a free consultation
to establish the scope of your project. In this
meeting, we interview you and, if necessary, other
key staff members, to ascertain what is needed.
Often, the questions we ask prompt our clients
to take the larger view of the project, and help
them to focus and clarify. |
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