Retirement Plan Design & Compliance Services
There are more factors than ever before that should weigh into selecting the right retirement plan for you. From corporate and individual tax benefits to employee salaries, every item should be considered. Here at Markley Actuarial, our experts will work with you to create the retirement plan that will meet your unique retirement goals. We understand the nuances of every plan and we will work to select the most advantageous option for you. We also offer compliance testing to make sure your program is always in accordance with pension rules and regulations.
- Complete Retirement Program Design to meet your organizational goals and employee benefits objectives
- Consulting on Plan Fiduciary Responsibilities
- Controlled Group Compliance and Consulting, including Combined Plan Testing and Qualified Separate Lines of Business Testing
- Liaison with Government Agencies, including
- Plan Audit Assistance
- Private Letter Ruling Submissions
- IRS and DOL Compliance Resolution Program Submissions
- Complex Qualified Plan Compliance Testing
