PLANS

In order to have a successful retirement plan, complicated rules and regulations need to be observed. Plans that fail to comply with these regulations are exposed to the risk of penalties and adverse tax consequences. Our experience and in-depth knowledge is a critical component to proper plan administration. As your TPA, we will  work with you to protect the plan, the plan's trustees and your firm to ensure that your plan is in full compliance at all times.

Types of Plans

  • Traditional/Safe Harbor 401(k) Plans
  • 403 (b) and 457 Plans
  • Discretionary 401(m) Matching Plans
  • Cross-Tested (New Compatibility) Profit Sharing Plans
  • Integrated and Non-Integrated Profit Sharing Plans
  • Davis Bacon Prevailing Wage Retirement Plans
  • Money Purchase Pension Plans
  • Cash Balance Pension Plans
  • Defined Benefits Pension Plans
  • One Person (solo) Plans
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