We assist our clients in all aspects of their Plans from design, contribution calculations, distributions, loans, plan termination and everything else in between.
We keep abreast of all the regulation changes made by the IRS and keep your Plan & Plan Document compliant, as well as complete all regulatory testing (ADP, Top Heavy, etc) & complete yearly filing requirements (5500, 1099, etc.)
Our staff is always available to assist you in any way possible, and make it as easy to understand. Both defined contribution and defined benefit plans can be overwhelming, but it doesn't have to be!
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