Determine Your Plan Specifics
Working with you and your tax advisors, we design a plan best suited to your
company’s needs. Through the plan design process, we can help you achieve a vast array of corporate objectives including maximum tax deductions, Roth provisions, vesting schedules, loan provisions, eligibility features, employee deferrals and company contributions.
ANNUAL VALUATIONS AND GOVERNMENT REPORTING
Separate accounting is maintained for various types of deductible
contributions, forfeitures and investment earnings.
Form 5500 with schedules and the Summary Annual Report and Forms
1099-R when required are prepared annually.
A consolidated statement is prepared for each participant reflecting market
value of assets held under the participant’s account as of the last day of the
reporting period, all contributions made to the participant’s account during
period, the value of the account at the beginning and end of reporting period,
and the vested value of employer contributions.
We provide you with 415 Limitation, 416 Top-Heavy testing, 410(b) Testing,
ADP and ACP Tests for 401(K) Plans.and 401(a)(4) testing.
How To Manage Your Plan
Solo K Plans
Profit Sharing Plans including New Comparability
Age Weighted, Integrated or Points Formulas
Money Purchase Pensions
Cash Balance Pensions
Premium Only Cafeteria Plans
Health Reimbursement Arrangements