Retirement Plan Solutions for all size employers, professional service firms and small business owners.


Our experienced staff is available to answer clients questions and respond to their needs and concerns.  We continue to be extremely knowledgeable keeping up with the ever-changing IRS rules and regulations which effect the overall qualification of tax-sheltered retirement  plans. 

We offer retirement planning services for the following types of plans:

  • Defined Benefit Pension
  • Cash Balance
  • Profit Sharing
  • 401(k) (including Safe Harbor)
  • 403(b)
  • Money Purchase
  • ESOP

    We specialize in an age-weighted/cross-tested plan design as well as Defined Benefit/Defined Contribution (DB/DC) Combo Plans.


    Retirement plan services offered include:

    • Daily Valuation record-keeping
    • Consulting services regarding plan design and on-going plan administration
    • Full plan document services including restatement, amendment and plan termination including filings with appropriate government agencies
    • Calculation of annual range of employer contribution and AFTAP
    • Annual testing for compliance with numerous IRS non-discrimination, benefits and limitation regulations, and guidance, when needed, concerning corrective measures for testing failures
    • Review and reconciliation of plan assets, contributions, distributions, earnings, etc.
    • Calculation of vested account balances and preparation of annual participant statements
    • Calculation of Required Minimum Distributions (RMD's), as necessary
    • Assistance with distributions including instructions and necessary forms
    • Preparation and submission of annual Internal Revenue Service and Department of Labor 5500 series returns, 1099-R, 1096 and 945 reporting forms
    • Preparation of Summary Annual Report, Annual Funding Notice and other participant forms and notice requirements
    • Pension Benefit Guaranty Corporate filings
    • Representation of clients in IRS and DOL plan audits
    • Full plan termination compliance services