Our Services

Business Owners

I want to pay less taxes.

I want to save for my retirement and not have to work until I’m 80!

I want to focus on running my business and not have to worry about my retirement plan.

We hear you loud and clear! Ways we can help:

→ Design an appropriate retirement plan for you to meet your objectives

→ Advise you on how much you can legally contribute to your retirement plan each year

→ Maintain the legal compliance of your plan to keep the money in it tax-qualified

→ Prepare the required governmental reporting for your plan each year and work with you to make sure it is timely filed

→ Keep your CPA and financial advisor in the loop

→ Help you close out your retirement plan when it has fully met your goals or reached the maximum accumulation allowed by IRS

HR or Finance Professionals

I am responsible for my company’s retirement plan, among a million other things.

I do not have enough staff to help me.

I’m not an expert in 401(k) plans.

Let us lighten your load! Use us as your resource!

Our experience and expertise in retirement plans are at your disposal.

We have helped hundreds of companies with their retirement plans and would be happy to do the same for you.

Whether your company retirement plan is a 401(k), profit sharing, pension, or cash balance plan, we have successfully helped our clients design, implement, and maintain their plans.

What we can do for you and your plan:

✓ Set up and maintain your plan document

✓ Assist in drafting employee communications

✓ Answer compliance or operational questions

✓ Determine company contributions

✓ Perform annual nondiscrimination tests required by IRS

✓ Prepare annual governmental reporting and assist you in its timely electronic filing

✓ Prepare disclosures and notices that IRS or DOL requires you to distribute to employees

✓ Consult on plan design options, legislative changes, and best practices

✓ Provide audit support if your plan requires an annual plan audit

Problems with your Retirement Plan

Oh no, we did not do that correctly in our plan!

Retirement plans are subject to so many IRS and DOL rules that it is not uncommon for errors to occur. If you discover an error in your plan, we strongly suggest that you get it corrected as soon as possible. You wouldn’t want to jeopardize the plan’s tax-qualified status!

Let us review the error, assess it, advise you on the available options to correct it, and, most importantly, help you implement the correction.

This is not my day! I just got a letter from DOL that our plan will be audited!

Don’t let an IRS or DOL audit ruin your day. We have helped many clients get through their IRS and DOL audit successfully. We can help you!