"Plan Design & Consulting, 401(k) & Profit Sharing Plans and Defined Benefit Plans are just a few of the services we offer."

Squire Retirement Plan & Consulting Services | Services

Services

Plan Design & Administration for the following plan designs:

  • Employer 401 (k) Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans
  • Defined Benefit Plans
  • 403(b) Plans
  • Non-Qualified Deferred Compensation (457) Plans
  • Sole Proprietor 401(k) Plans
  • Simplified Employer Pension Plans (“SEPs”)

Consulting:

  • Plan Design Projections and Recommendations
  • Plan Document Review & Amendments
  • Annual Administration & Reporting
  • Plan Termination
  • IRS & DOL Self-Correction Programs
  • Representation for IRS Voluntary Correction Programs
  • Representation for DOL Voluntary Correction Programs
  • Plan Design Projections and Recommendations
  • Plan Document Review & Amendments
  • Annual Administration & Reporting
  • IRS Audits
  • DOL Audits
  • Governmental (DOL & IRS) Regulatory Disclosures