退休计划服务

Drive Business Success With Custom Retirement Plan Solutions

Retirement Plan Customization | Business Asset | Ohio CPA 公司一个结构良好的, competitive retirement plan can fuel company growth, improve employee retention and position y我们的 organization as the employer of choice among prospective job candidates. A lot of work goes into designing and implementing a great retirement plan, but that doesn’t mean it has to be difficult. With the right team in place, you can build the retirement plan y我们的 company and y我们的 employees deserve while giving you the peace of mind of knowing that y我们的 “t’s” are crossed and y我们的 “i’s” are dotted.

Furthermore, plan fees should always be reasonable and transparent. Knowing and understanding y我们的 fees is part of fulfilling y我们的 fiduciary obligations. We will help you understand the fee structure of y我们的 plan. This service is available to all 我们的 clients. 事实上, we have an independent fee benchmarking service that is available to help you periodically check the reasonableness of the fees for each of y我们的 plan service providers.

了解更多关于 我们的团队 and what we can bring to the table by clicking through 我们的 sidebar. You can also keep reading to learn a little bit more about 澳彩体育网上's retirement plan services.

澳彩体育网上

Supporting Plan Sponsors Is Our Priority

Y我们的 business is unlike any others, so a cookie-cutter retirement plan and standardized services aren’t going to be enough. We make it a point to get to know you better so that we can provide you with the right amount of support right when you need it, whether you need recordkeeping and third-party administration (TPA) support or plan design and management assistance. As the sponsor of y我们的 company’s retirement plan, we will work closely with you to make sure y我们的 plan is working as it should while making sure to comply with all applicable laws and regulations. Additionally, we regularly provide plan sponsors with a variety of educational res我们的ces. 报名 for 我们的 free e-newsletter for plan sponsors for monthly retirement plan insight.

Partnering With Advisors Drives Success

澳彩体育网上's retirement plan services team proudly partners with investment advisors across Ohio to serve 我们的 plan sponsor clients. 点击这里 to find out how these relationships benefit all parties and why so many advisors have chosen to work with us.

退休计划服务 | Plan Sponsors & Plan Advisors | Ohio CPA 公司

你可以依赖的服务

Qualified retirement are required to file certain forms with the IRS and the DOL and also send out notices to plan participants. This can be overwhelming since the requirements vary depending on the type of plan and its circumstances. Our retirement plan services team is committed to providing you with smart retirement plan solutions for y我们的 business. Fortunately, we provide clients with the following services:

  • 年度测试与评审
  • 年度数据收集
  • Preparation of Annual 5500
  • 总结年度报告
  • Minimum distribution notices
  • Administrative telephone support
  • 资产和解
  • Participant distribution processing and vesting
  • Draft of plan document, SPD and amendments for review by legal counsel
  • Plan contribution calculation

We are also able to offer a range of services tailored to y我们的 cash balance plan needs.

退休计划服务 | Expertise | Ohio CPA 公司认证的卓越

澳彩体育网上’s retirement plan administration team is committed to accuracy, integrity and exceptional client service. 该队持有 CEFEX-ASPPA认证, which signifies its commitment to adhere to a standard of excellence and dedication to retirement plan administration best practices. 澳彩体育网上’s retirement plan services team is proud to hold certification from the American Institute of Certified Public Accountants (AICPA)和 Accredited Investment Fiduciary® (如果®).

澳彩体育网上 & 澳彩体育网上投注 has been certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to the industry's best practices for Third Party Administrators. Certification means that we undergo annual assessments to verify 我们的 continued adherence to the American Society for Pension Professionals and Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers.

CEFEX | ASPPA | 澳彩体育网上 & 同事| Ohio CPA 公司


让我们开始工作吧!

澳彩体育网上 today to find out how a custom retirement plan can help you grow y我们的 business.


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