Bringing you peace of mind.®

Retirement/401(k) Plans

There are a seemingly infinite number of retirement plan options for employers, and I can help you develop an individualized retirement plan that meets the needs of both your employees and you. After choosing a plan design, I offer on-going personal assistance to plan administrators, trustees, managers and owners for all retirement plan transactions, including distributions, loan, hardship withdrawals, qualified domestic relations orders, etc.

In addition to plan implementation, I can help guide you through the maze of Internal Revenue Service and Department of Labor rules and regulations that are a necessary evil when sponsoring a qualified retirement plan. Whether you need to complete a voluntary correction program filing due to a paperwork oversight, or need to terminate a plan due to a change in your business, I can help guide you through the complex rules.