Our Services

We provide plan consultation, design, installation, administrative and actuarial services to help clients design a new retirement plan or to revise an existing plan.

ANALYSIS AND DESIGN OF A PLAN

There are many kinds of pension and profit sharing plans. Choosing the one that works best for you requires consideration of many important issues, such as:

TYPES OF PLANS

Once we've determined that a pension or profit sharing plan is appropriate and feasible for your company, we'll help you choose from the following types:

INSTALLATION AND OPERATION OF THE PLAN

To make your plan operational, we'll prepare all plan documents and IRS forms for your review and for review by your legal counsel and/or tax advisor. We'll also submit documentation to theInternal Revenue Service for a determination letter of the plan's qualified status.

EXISTING PLAN TAKEOVER

If you have a qualified plan and would like us to handle its future administration, we will provide an analysis of the current plan design. This is done by examining prior years' transactions, forms and calculations and reviewing the plan for prevailing compliance with the law. If necessary, recommendations will be made to correct or adjust the plan to insure that your company objectives and cost limitations have been met.

ADMINISTRATION OF THE PLAN

Each year an administrative package will be prepared for your plan. Based on the employee census and trust accounting information you supply, the determination of the plan year contributions for tax planning purposes will be made.

MONITORING THE PLAN

Finally, we will help you monitor, review and evaluate the plan after it has been in operation to make sure it is working well and to see if any changes are needed.

Our Memberships