We believe that our experience with small, mid-sized, and large companies is without rival. This is evident in the number of plans that we handle, as well as the importance and complexity of these plans. Our experience includes:
Defined Benefit Plans, including:
- Traditional Defined Benefit plans
- Cash Balance Plans
- 412 (i) Fully Insured Plans
Defined Contribution Plans , including:
- Traditional 401(k) Plans and Roth 401(k) Plans
- Target Benefit Plans
- Profit Sharing Plans
- 403(b) Plans
- Safe Harbor Plans
- General–Tested Plans
- Cross-Tested/New Comparability
ESOPs (Employee Stock Ownership Plans)
Compliance and IRS Submissions through the Voluntary Corrections Program