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