Excellent Customer Service
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 upcoming 403(b) restatement?
It’s that time again…RESTATEMENT. Employers who sponsor 403(b) plans must restate their plans by March 3, 2010 (see Revenue Procedure 2017-18). Our experienced professionals are here to help you with your restatements. We have vast experience with retirement plan software and will assist you with your restatements in a timely, efficient manner.
Entity Deadlines for Tax Year 2016
Essentially, the due dates for partnership tax returns and C corporation tax returns have swapped. It is important to get a handle on this now – let us help you!