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Our Services

Areas of Expertise

  • Retirement Plan design
  • Administration
  • Internal Revenue Service and Department of Labor compliance requirements
  • Investment reconciliation

Summary of Our Services

  • Design a Plan to best meet your goals and objectives
  • Design a Plan that is efficient and cost effective to administer
  • Update your Plan as tax laws change to make sure it complies with all required laws
  • Be proactive in suggesting Plan changes that would increase the benefits of your Plan
  • Prepare contribution projections to determine which alternative best meets your current objectives
  • Assist with employee meetings to ensure that employees understand and appreciate the Plan (For 401(k) Plans, meetings can be held to help ensure good initial participation and help increase further participation.)