Services

Whatever plan you may have or want, we carefully design it to meet your specific personal and business needs.  We will also monitor and adjust the design of your plan over the years to reflect changes in your business and the tax regulations.

SERVICES WE PROVIDE

  • General discussions with you and advisors about the different types of plans, their advantages and their operation
  • Review of your present benefit plan, its coverage and costs, with recommendations for any changes
  • Preparation of a feasibility study to determine how a new or amended plan could help meet your current personal and business objectives
  • On-going administrative services, with detailed record keeping and plan testing
  • Plan compliance reporting to the IRS, DOL, PBGC and plan participants (including all 5500 reports with schedules and annual reports)
  • Annual plan review and analysis complete with recommendations for updating
  • Complete employee communication program that carefully explains the plan and emphasizes its benefits
  • Processing of distribution forms requirements and reporting (including IRS Form 945 and 1099’s)
  • IRS audit and plan terminations

 

A COMPLETE RANGE OF PLANS

We offer a wide range of qualified benefit plans, including:
  1. 401(k) Safe Harbor/Non Safe Harbor
  2. Profit Sharing
  3. Employee Stock Ownership
  4. Pension
  5. Cash Balance
  6. Traditional Defined Benefit
  7. Cafeteria/Section 125

TAILORED FOR YOU

Whatever plan you may have or want, we carefully design it to meet your specific personal and business needs.  We will also monitor and adjust the design of your plan over the years to reflect changes in your business and the tax regulations.

LARGE OR SMALL

Our clients range from small professional practices to large manufacturing firms with hundreds of employees.  Whatever the size of the plan, our staff and systems are equipped to provide all of the services that are needed.