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