973-239-7772 |  15 Bloomfield Avenue, Verona, NJ | 

Services

Retirement plan administrative needs differ for each employer. Our team of professionals provides expertise in retirement plan design, administration, and regulatory compliance and communications for:

  • 401(k) Plans
  • New Comparability and Age-weighted Plans
  • Solo 401(k) Plans
  • 403(b) Plans
  • Multiple Employer Plans
  • Profit Sharing Plans
  • Defined Benefit and Cash Balance Plans
  • Profit Sharing Plans

 

 

And once we gain your business, we will work for you every day to keep it.

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Comparision of Retirement Plans

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Plan Limits

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We Do The Work, Keep It Simple, and Keep Your Clients Compliant!

What we can do for you and your clients:

  • Meet with CPAs, Bookkeepers and Financial Staff to establish their clients’ retirement requirements
  • Design or redesign retirement plans to meet the specific goals of business owners
  • Determine employee eligibility and plan entry
  • Prepare complete plan design and documentation
  • Handle administration and record keeping
  • Provide timely reporting at both the plan and employee level
  • Prepare all compliance reporting as required by the IRS and the Department of Labor
  • Address compliance issues as they arise in the day-to-day operation of retirement plan
  • Distribution processing
  • Prepare Summary Annual Reports for participants