Retirement 计划 服务 | Financial Wellness | 意图 CPA-安全的赌博软件

Retirement 计划 服务

Drive Business Success With Custom Retirement 计划 Solutions

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

计划 Design 服务

Your business is unlike any other.  Your 退休 计划 should meet your specific needs, as well as those of your employees. At a minimum, your 计划 design should consider the:

  • Profitability of your business
  • Cash flow of your business 和 its consistency
  • Ages of the owners 和 employees

An ideal 计划 document is flexible – so you can create a 退休 计划 that efficiently 和 effectively meets the 退休 objectives of you 和 your employees. Pairing your 401(k) 计划 with a cash balance 计划 can also help you 显著 增加你的 年度 退休 贡献潜在的 税收减免.

Retirement 计划 服务 | 计划 Sponsors & 计划 Advisors | Ohio CPA 公司


计划 Administration

Participant recordkeeping 和 reporting. 招生. Distribution processing. 政府al 合规 和 reporting. How do you keep it all straight?

Make sure your 计划 is administered properly so that you’re in 合规. And if you get a governmental inquiry, we can represent you in front of the IRS 和 Department of Labor to minimize your involvement 和 risk of significant fines 和 penalties.

Your 计划 administrator should be flexible enough to accommodate many different recordkeeping platforms. We work with many of the most-recognized financial service providers in the country, which allows your financial advisor total flexibility in selecting 和 maintaining a strong fund line up while also providing strong tools to help educate your employees about their progress toward 退休 readiness.

Service You Can Depend On

Our 退休 计划 services team is committed to providing you with smart 退休 计划 solutions for your business. As part of this commitment, we provide clients with the following 计划 服务:

  • Smart 计划 design to benefit key employees 和 attract 和 retain eligible employees
  • IRS-approved Prototype 计划 document 和 supporting forms
  • 计划 操作 审查
  • 年度 合规 测试
  • 年度 data collection 援助
  • 年度 employer match 和 profit sharing allocation calculations.
  • Preparation of 年度 Form 5500
  • Preparation of 年度 participant notices
  • Administrative telephone support
  • Participant distribution processing 和 vesting 审查

我们也提供 年度 administrative services tailored to your cash balance 计划 needs.

Retirement 计划 服务 | Expertise | Ohio CPA 公司Certified Excellence

意图’s 退休 计划 administration team is committed to accuracy, integrity 和 exceptional client service. 这个团队拥有一个 CEFEX-ASPPA certification, which signifies its commitment to adhere to a st和ard of excellence 和 dedication to 退休 计划 administration best practices. 意图’s 退休 计划 services team is proud to hold certification from the American Institute of Certified Public Accountants (AICPA)和 Accredited Investment Fiduciary® (如果®).http://www.Accounting师协会.org/content/会计师协会/

意图 & 比较靠谱的赌博软件 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 年度 assessments to verify our continued adherence to the American Society for Pension Professionals 和 Actuaries (ASPPA) St和ard of Practice for Retirement 计划 Service Providers.

CEFEX | ASPPA | 意图 & 同事| Ohio CPA 公司


安全的赌博软件 today to find out how a custom 退休 计划 can help you grow your business.