We know how important your clients are to you. You are as important to us! We provide excellent customer service to you and your clients. We do so by asking the right questions to determine the appropriate solution. We adapt to your Company’s practices and procedures in order to make the entire process seamless.
We provide quality service that will ensure that the retirement plan is in compliance with tax laws, IRS regulations, and ERISA reporting and disclosure requirements.
Are you prepared for the tricycle restatement?
It’s that time again…RESTATEMENT. July 31, 2022 is the deadline to adopt the restated pre-approved plan document. This is a great opportunity to work with clients to review plan operations, objectives, and test results to determine the potential to make plans more efficient or increase the value of the plan for owners and participants.
Our experienced retirement professionals are ready to help you with your restatements. We will do the heavy lifting for you! We have vast experience with retirement plan software providers and will assist you with your restatements in a timely, efficient manner.
Looking for ways to improve efficiencies in plan administration?
We are here to help! We provide consultation in ways to improve efficiency and accuracy of how your company does administration. Contact us for a free consultation.