Retirement plans are a key component of a business’s total benefit package. However, these plans come with complex rules and compliance challenges. Our team understands how a retirement plan fits into your business. We are focused on helping you ensure your retirement plan remains a benefit that adds value to the business by assisting the company with all aspects of the plan, including:
Even the most diligently administered plan may encounter errors in plan administration or come under scrutiny by a regulatory agency. These times naturally create anxiety and increase the potential cost of the plan. Our strength lies in providing clear, understandable, and practical advice to help our clients to efficiently resolve any situations that do arise, including:
Areas in which we add value to your qualified and non-qualified plans/arrangements:
We can assist you with 401(k) and other defined contribution plans, defined benefit and cash balance plans (including hybrid plans), 403(b) plans, 457(b) plans, 457(f) plans, 457(m) plans, SEP/SIMPLE IRA, Stock Incentive Plans, and Equity Benefit Plans. We work with all qualified and non-qualified plans, whether private sector, governmental, or church plans, and can help you determine the benefit plan arrangement that is most suitable for your needs.
Common administrative forms/participant notices we assist with: safe harbor notices, QDIA notices, fee disclosures, electronic delivery rules, beneficiary designation forms, distribution kits, summary plan descriptions, election forms, automatic contribution arrangement notices, and participant correction notices.◀︎ Back to All Employee Benefits and Executive Compensation