Experience Matters

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.

Planning Services

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

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

Retirement Plan Services

  • 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
Request a Quote