Defined Benefit, Defined Contribution & 401 (k) Plans
Plan Drafting - Qualification - Determination letters
Submissions to IRS and Government Filings
Plan Termination
Distributions and Benefit Calculations
Annual Valuation and Administration
Preparation of Annual 5500 Series Forms
Analysis of Financial Statements
Employee Plans Compliance Resolution System Program
Submissions (EPCRS)
     APRSC - Administrative Policy Regarding Self Correction
     VCR - Voluntary Compliance Resolution
     WALK -in CAP Closing Agreement Program
     AUDIT CAP Closing Agreement Program

Whether you are a sole proprietor, partnership or corporation, our office is able to help you save for your retirement and receive a tax deduction at the same time by establishing a qualified plan for you. Your contributions will grow tax deferred until you retire. In addition, you will be able to attract and retain employees by offering them retirement benefits.

Our office will draft the plan type of your choice, advise you of your contribution requirements, prepare all required filings, analyze your financial statements and provide information to you and your employees.

In addition, we are able to assist if you currently have a qualified plan and need assistance in correcting any errors in the annual administration of your plan or the drafting of plan documents. We will assist you in submitting your case to the correction programs sponsored by the Internal Revenue Service if your plan has significant qualification errors.