Retirement & Cafeteria Plan Administration


Benefit plan design is a very important part of running a successful business and maintaining happy employees who help you succeed.

Our retirement plan specialists understand the key issues in design and administration of a qualified retirement plan. We can review an existing plan from both a design and an operational standpoint to make sure that the plan design is most effective to accomplish their objectives, and that it is being operated in accordance with the Internal Revenue Service and Department of Labor.

We can also assist in selecting a type of qualified plan that best suits your needs. In addition to selecting the most appropriate design, we also provide compliance, recordkeeping, and tax reporting services. Our recordkeeping services are designed to work with any investment provider and can include such features as Internet based access and telephone support.

In order to make an informed recommendation on whether a cafeteria plan, including medical and dependent care reimbursement accounts, would be beneficial to you and your employees, we first meet with you to learn more about your needs.

Our cafeteria plan specialists understand the key issues in design and administration of a cafeteria plan. We have a team of individuals dedicated to understanding the complexity of cafeteria plans, which ensures that you are utilizing the most appropriate type of cafeteria plan for your company. We also handle the entire administration including reviewing medical and dependent claims for appropriateness, preparing reimbursement checks, and maintaining employee account records.

Want More Information?
For additional details about these services, please contact Matt Folz, CPA at (812) 491-1391.