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 >>
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