Services We Offer:

  • Plan Design Feasibility ~ Roth and Traditional 401(k), New Comparability Profit Sharing, Social Security Integrated Profit Sharing, Safe Harbors, Company Match, Cash Balance

  • Non-Standardized Volume Submitter Document Preparation (Client Specific; NOT Cookie Cutter)

  • Ongoing Plan Operations ~ Eligibility, Vesting, Loans, Distributions, Retirement Age, etc.

  • Required Discrimination Testing

  • Annual Deduction Calculation & Accrual Determination (working closely with CPA)

  • Participant Disclosure & Informational Meetings

  • Valuations at any frequency

  • Participant Distributions & 1099-Rs

  • Signature Ready Annual IRS Form 5500

  • Plan Terminations

  • Plan Takeover

  • DFVC & other Compliance Resolutions


  • CASH BALANCE services also offered


Services for Accountants or Other Professionals
  • Administration of Retirement Plans for your clients

  • ***Discount offered*** when you are main contact for the clients


in a 401(k) Profit Sharing Plan

401(k) Deferrals: $19,000

401(k) Def's if you're over 50: $25,000

Maximum Benefit in DC Plan: $56,000

Max Benefit if you're over 50: $62,000                                             

Compensation Considered: $280,000

Highly Compensated Employee:

                                              >/= $125,000



Assurance Retirement Group, LLC

PO Box 214

Greer, SC, 29652

(1000 W. Poinsett St.)



T: 864.297.8608

F: 888.950.1045


© 2015 by

Assurance Retirement Group, LLC.

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