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Qualified Retirement Plan Administration
Our retirement plan specialists understand the key issues in the 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 the objectives of the business owner and the employees, and that it is being operated in accordance with the Internal Revenue Service and Department of Labor rules and regulations. 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 related to the retirement plan. Our recordkeeping services are designed to work with any investment provider and can include such features as Internet based access and telephone support.
For details about our full range of Outsourcing Services please contact Matt Folz, CPA at (800) 880-7800. |
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