Our comprehensive services for defined contribution plans include:
- Plan Consulting and Design
- Plan Documents and Participant Forms and Notices
- Recordkeeping and Administration
- Plan Auditing for Large Plan Filers
We believe that our technical expertise in ERISA regulations, IRS tax law, and superior client service will prove most valuable to you as you establish and maintain your company’s retirement plan. We believe in a teamwork approach and will work closely with your internal accounting staff, as well as your accountant, attorney, banker, and investment advisor. We do not sell or recommend specific insurance or investment products and so we can work with an advisor of your choice or we can refer you to advisors with whom we have worked.
Our professional staff of administrators are extremely experienced in compliance, accounting, finance, and auditing of qualified retirement plans and will be available to assist you in all areas of plan compliance and operation.
