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Mission Statement | Practice Philosphy | Primary Services
Retirement Plan Consulting, Design and Maintenance
We lead by assessing our client is objectives and circumstances in the development of the appropriate retirement plan solution. Our depth of experience with the various types of plans is used to tailor the correct plan. Plan documents are further maintained to adjust to occasional Congressional or IRS mandated changes.
Plan Administration
Among the various functions of retirement plan administration, we determine participant contribution/benefit eligibility, vesting, forfeiture calculation, contribution computation and source maintenance, several different IRS qualification tests, Form 5500 preparation, Summary Annual Report completion, participant transactions (distributions, loans, etc.). A detailed Client Report is provided and we are always available for questions and meetings
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