From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save. Take full advantage of the current tax law using our expert knowledge and technical software. We partner with your advisors to better understand and optimize your tax and retirement planning.
Put away retirement savings for you and your employees instead of sending those dollars to the IRS. We act as your extended HR department for 401(k) and Cash Balance plan needs and questions. Each plan is assigned a dedicated plan manager that averages 20+ years with Compensation Planning. Relax. We'll make the complex simple and help meet your fiduciary duties in administering the plan.
Put away retirement savings for you and your employees instead of sending those dollars to the IRS. We act as your extended HR department for 401(k) and Cash Balance plan needs and questions. Each plan is assigned a dedicated plan manager that averages 20+ years with Compensation Planning. Relax. We'll make the complex simple and help meet your fiduciary duties in administering the plan.
Services
From design and implementation to administration and consulting, we see that your plan stays compliant and is administered with a level of care and expertise that allows you to dedicate your time to focus on your business. We'll gather information on your employees, other businesses you may own, and current plan (if applicable).
You're supported by our team of 13 dedicated associates that average over 30+ years of experience in the industry and almost 25 years of service with our firm. You'll receive excellent service when dealing with any of our team members and can be confident that you're receiving the best, targeted advice when we're crafting for your company's retirement plan.
We listen to your objectives, analyze the data, and have a thoughtful discussion with you to craft a customized plan that accounts for the various complex legal requirements. We will design a retirement plan with your unique needs in mind, helping you understand the many different types of retirement plans available to arrive at a solution that appeals to you, your employees, and your bottom line.
The IRS has created a number of retirement savings vehicles for employers of all sizes to use to save for their and their employees' retirement. A qualified plan must meet a number of Internal Revenue Code requirements under Section 401(a) such as minimum coverage, benefits, participation, and vesting to name a few.
Plan sponsors often don't realize they need help or have options, since not all plans are created or administered equally. Each client situation is different. There are several testing options for 401(k) plans. We explore various ways to make plans operate to best reflect the view of the Plan sponsor.
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