Qualified Retirement Plan Services
With experts who understand every aspect of the field, you can be assured that our Enrolled Actuaries and Certified Pension Consultants can help you determine which qualified retirement plan is right for you and help you implement it in the most advantageous manner.
- Plan Document Implementation and Document Submission for IRS Determination Letter, including Prototype Plan Sponsorship
- Compliance, Administrative and Recordkeeping Services to:
- Defined Benefit Plans
401(k) and Profit Sharing Plans- 403(b) Tax Shelter Annuity Plans
- Prevailing Wage Plans
- 457(b) Plans
- Multi-Employer Plans
- Employee Stock Ownership Plans (ESOPs)
- Plan Merger and Spin-Off Consulting, including Form 5310-A Preparation and Filing
- Plan Termination Services, including Form 5310 Preparation and Filing
Click Here For IRS Choose-A-Plan
Organizations may choose from a broad array of retirement plan designs. Within each design, there are multitudes of options to meet your customized goals and objectives. This IRS link is a helpful tutorial about the basic types of retirement plans and an overview of the regulatory environments that must be satisfied by qualified retirement plans. It is not a substitute for professional advice designed to help you meet your goals and objectives. If you are considering adding a retirement plan, or you are considering a change in plan design, we can help. Services range from a complimentary call or meeting to answer your basic questions, to a customized study and presentation, using your data, to show the pros and cons of several options. Fees vary depending on the depth of consultation and are agreed to in advance of the work.