Our expertise in tax and financial strategy can be a great asset to your organization’s retirement plan offerings. Allow us to put our related expertise to work for you in the following ways:
- Help with Plan Selection
- Drafting Plan Documents
- Administration of Plan Operations
- Year-End Tax Returns/Reporting (5500 Series)
- Plan Accounting
- Maximizing Benefit for Business Owner / Minimizing Unnecessary Costs & Coverages
- Determination of Employee Participation
If you need advice for or support of your retirement packages, call us today at 678-336-5303.