Benefits Planning That Serves Everyone

With so many choices, rules, and regulations governing retirement plans, it can often become a difficult task to identify the best option for your business. If you already have a plan, it might be time to evaluate if it’s still working for you and your employees. If you’re looking at adopting or amending a plan, it can be a challenge to navigate all the technical jargon and requirements to compare pros and cons.

Putting Retirement Planning to Work for Employees

Having a third party administer your employer sponsored retirement plan will help ensure that your plan stays compliant–and that it continues to be in the best interest of your business and your employees. The employee benefits group will help you understand the tax implications of your plan which will assist you in adopting or amending an employer sponsored plan.

Continuous Attention and Seamless Communication

Employer sponsored retirement plan selection begins with understanding the plan and how it operates. Your retirement plan administrator will address your questions and collaborate with you to design a plan that meets your organizational goals. Once the plan is in place, you’ll receive the required administrative services for the plan along with seamless communication between the record keeper and plan investment adviser. And as changes occur with your business, your administrator will be available to help determine if your plan continues to align with your goals.

Specialized Services

  • Completing Plan Documents
  • Communication with Investment Adviser
  • Communication with Participants
  • Required Testing
  • Track Vesting
  • Contribution Allocations/Reconciliations
  • Distributions to Participants
  • Enrollment of Participants
  • Loan Processing
  • Department of Labor Form 5500
  • Department of Labor Summary Annual Report
  • Department of Labor Participant Statements
  • Internal Revenue Service Forms 1099-R
  • Internal Revenue Service Form 945
  • Internal Revenue Service Form 8955-SSA

Your Employee Benefits Service Area Leader

Karlie Johnson, CPA

Employee Benefits Service Area Leader

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