For over 35 years our professionals have been providing companies, just like yours, with recordkeeping, administration and actuarial services for retirement plans. CFS provides services to approximately 250 clients ranging in size from one to thousands of employees, and we are proud of our reputation for providing efficient, accurate and affordable services to our clients.
Please explore our website to learn more about our company and the services we have to offer. You'll see from our qualifications that we are equipped to handle your needs. Don't forget to visit our online newsletter library which is a comprehensive resource for qualified retirement plan information.
Please explore our website to learn more about our company and the services we have to offer. You'll see from our qualifications that we are equipped to handle your needs. Don't forget to visit our online newsletter library which is a comprehensive resource for qualified retirement plan information.
Services
Corporate Financial Services, LLC and Staff have been providing full-service employer sponsored retirement plan administration and consultation since 1980. We assist employers in the design, implementation, administration and communication of a wide range of retirement plans, and we are committed to providing these services to our clients in a timely, accurate and cost-effective manner.
Because we are a full service consulting and administration firm, partnering with us ensures that the needs of employer and employee will be met. We offer a full range of retirement plan services. Below are details on the services we provide. Design a plan tailored to meet the needs of the owners, employees and the business itself.
Whether you are a sole proprietor, partnership or a corporation, there are several types of qualified retirement plans that can meet your needs. A retirement plan can serve many purposes, from tax sheltering income to attracting and retaining employees. A qualified plan must meet a certain set of requirements set forth in the Internal Revenue Code such as minimum coverage, participation, vesting and funding requirements.
If you would like to learn more about our company, or if you have questions about the services that we have to offer, select the most convenient method below to contact us. We look forward to assisting you with all your retirement plan needs. Don't forget to sign up below to join our mailing list to receive email notification when a new issue of our newsletter is added to our library.
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