areas of expertise
Qualified Retirement Plans
- Plan Document Design and Setup
- Full Service Third-Party Administration
- Consulting
- Compliance for Audited Plans
- Discrimination Testing
- Form 5500 Filing
- Assistance with Enrollment and Payroll
Medical Plans
- Plan Document Design and Setup
- Enrollment and Payroll Consulting
- Compliance Testing
- Third-Party Claims Administration
- Tax Savings Analysis
- Government Compliance and Reporting
The knowledgeable specialists in our retirement plan design and administration (RPDA) team provide a personalized approach to managing qualified retirement plans and medical plans. We act as a third-party administrator for plans, handling all aspects of plan structure and implementation, as well as managing day-to-day maintenance.
We are well-versed with the nuances of many qualified plans, including 401(k), profit sharing, SEP, SIMPLE, money purchase, defined benefit, and ESOP. Our team also recognizes the intricacies of a variety of medical plans, including welfare, cafeteria, health reimbursement, and health savings accounts.
Our professionals are able to effectively translate the continuous barrage of complex regulatory issues affecting these plans. We determine how these issues impact our clients and work to make sure that the plans are in compliance and deadlines are met.