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

     

2021 LIMITS
in a 401(k) Profit Sharing Plan

401(k) Deferrals: $19,500

401(k) Def's if you're over 50: $26,000

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Maximum Benefit in DC Plan: $58,000

(+ 401(k) Catchup if over 50 YOA)                                             

Compensation Considered: $290,000

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Highly Compensated Employee:

                                              >/= $130,000

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