Important IRS Update on 5500 Requirement for New 2020 Plans Adopted After End of Plan Year. See our latest Blog post for more. We know how overwhelming designing and implementing a retirement plan can be and we work with Plan Sponsors to identify and meet their needs. We understand the importance of compliance with IRS & DOL regulations - your plan's tax-qualified status depends on it.
We have the in-house team to analyze your options, whether you are a professional looking to increase tax deductions, or a corporation with a struggling DB Plan. We love to help our advisors and CPAs with technical questions. Whether it's plan design, a controlled group issue, or a testing problem, we are happy to assist.
We have the in-house team to analyze your options, whether you are a professional looking to increase tax deductions, or a corporation with a struggling DB Plan. We love to help our advisors and CPAs with technical questions. Whether it's plan design, a controlled group issue, or a testing problem, we are happy to assist.
Services
Our history & tradition was founded on this basis. Three generations later, it is still our core value. At Pollard, we think technical and deliver relatable. We are one of only a few local & independent Third-Party Administration (TPA) firms in the Greater Baltimore area with the depth of experience and expertise critical to our industry, but with the friendly customer service that extends beyond expectations.
Managing a retirement plan is a collaborative effort between the Employer (Plan Sponsor), Third-Party Administrator (Pollard), Financial Advisor, and Investment Provider. Pollard is proud to be part of a team approach to servicing each plan so that our clients have the best expertise in each key area.
There are an array of qualified retirement programs available to Plan Sponsors and their employees. Pollard & Associates is happy to consult with Plan Sponsors and their Financial Advisors to help determine what type of qualified retirement plan best suits their objectives, budget, and long-term financial goals.
We know how overwhelming designing and implementing a retirement plan can be and we work with Plan Sponsors to identify and meet their needs, whether it's a simple 401(k), a more complicated Profit Sharing arrangement, a combo 401(k) and Cash Balance design, or a Solo Defined Benefit Plan. Our Consultants work with plan sponsors and their advisors in the Plan Design phase to identify:.
We understand the importance of compliance with IRS and DOL regulations - your plan's tax-qualified status is dependent on it. Our clients count on us to keep them on track with timely notifications of their requirements, and the fastest possible turn-around of the reports and filings they need.
Our annual work consists of a broad scope of services, from routine compliance and reporting to consultations based on each client's current business situation and/or changing objectives.Processing and approval of distributions, hardship withdrawals, and other in-service withdrawals in coordination with investment provider.
Our annual work consists of a broad scope of services, from routine compliance and reporting to consultations based on each client's current business situation and/or changing objectives.Processing and approval of distributions, hardship withdrawals, and other in-service withdrawals in coordination with investment provider.
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