Employee Benefits Consulting & Administration | ESOP Planning & Administration | 401(k) Investment & Administration Services
Employee Benefits Consulting & Administration
We specialize in developing employee benefits programs that meet your needs, and our services do not stop after the implementing the program. We will continue to monitor and analyze your benefits program and make recommendations to keep you current, competitive, cost-effective and in full compliance with regulatory requirements.
We can assist you with a variety of plans including:
- Cafeteria Plan Design and Consulting
- Design of Non-Qualified Employee Benefits for Key Employees
- Employee Benefit Plan Review Related to Mergers and Acquisitions
- SIMPLE and SEP Plan Consulting
- Welfare Plan Compliance and Consulting
ESOP Planning & Administration
Your company and its shareholders can take advantage of many tax benefits through the use of an ESOP. However, ESOPs increase the complexity of financial statements, tax returns and retirement plan administration. We offer expertise at all stages of your ESOP program:
- Feasibility Studies
- Plan Design
- Administration and Consulting
- Repurchase Liability Studies
- Retirement Plan Audits
The decision to adopt and implement an ESOP requires careful analysis and teamwork. We’ll work with your attorneys and bankers to design a plan that achieves your goals.
401(k) Investment & Administration Services
We specialize in offering investment solutions that meet the needs of the employer as well as the employee. We offer 401(k) investment selection, plan design, administration and contribution planning.
Based on your expectations, we are available to meet with the plan trustee regularly to review the performance of the plan and to recommend improvements. We can also conduct meetings with new employees or a group of employees as they become eligible to participate in the plan.
