Other Plan Services

There are many types of retirement plans available to employers. While we specialize in 401(k) plans, we also offer the following plans:

  • Cash Balance Plans
  • Defined Benefit Plans
  • Cross Tested 401k Plans
  • Age Weighted 401k Plans
  • Simple 401(k) Plans
Audit Services

Many times employers believe that they can do retirement plan administration themselves, or hire their accountant to do it. But soon find out that their plan is out of compliance, missing annual tax returns and/or the recordkeeping of plan assets is not correct. We can assist you with the following services:

  • Review of Existing Plan Documents for Compliance
  • Review Annual Tax Filings
  • Reconcile Plan Assets and Vesting
  • Submit Voluntary Fiduciary Correction Program Paperwork
Plan Design

Your Plan Document determines how your plan is run. It is extremely important that your plan is designed correctly. There are ways to minimize employer expenditures while maximizing employer contributions to certain employees. That is why it is important to setup your plan with a firm that specializes in plan design and administration. Contact us if you have questions about your existing plan's design to see if we can help you.

Online Portal

Today smart business owners let technology reduce labor costs. Through our online portal employees enroll electronically and digitally sign enrollment forms and perform all other basic functions. Employers can submit payroll files, review employees accounts, upload, review and retrieve documents and more. No need to file any important documents again.

Low Cost Investments

We utilize low cost index funds as much as we can. However, that doesn't mean that you have to. In fact if you want, you can have access to virtually any investment available at Schwab, including CD's, Bonds, Stocks, ETF's and Mutual Funds.

Get a Call Back

If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.