More than just another service provider

Tax Ins and Outs

Accounting is critical and takes shape as an art form when it comes to this field. Retirement plans are useful when formulating a strategy, and we can help with:

  • Partnering to add value for your client
  • Solid and steady communication
  • Bringing forth minimum and maximum funding
  • Thorough trust as well as accrual-basis accounting

Understand the Rules

Any certified public accountant understands very well that you need to know the rules while playing the game. Experienced 401k administrators use the appropriate regulations to realize opportunities like:

  • Making a plan that works for the company
  • Reviewing the 401k plan in place to ensure it is sufficient for the client
  • When a plan is not the right fit, we can get to work on determining the best plan of action

Planning Audits

When it comes to an audit for a 401k plan, it takes a decent amount of skill as well as defined procedures. If you are unable to depend on a TPA for quality work, then the job becomes more difficult. We are the TPA that will:

  • Get regular referrals from businesses by various 401k plan auditors
  • Offer comprehensive reports designed to your specifications
  • Will answer precise questions regarding our results

Wading Through Tax Reform

It might be time for you to review some of the same tricks that you have been using to cut down your client’s taxable income. We can take the time to evaluate your current status and determine what tools may suit your needs to benefit you the most. When it comes to questions regarding logistics, our team is happy to assist!
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If it is important to you that you have a TPA that is as invested in your client’s business as you, then your search is over. We are here to act as a bridge between you and the client as a way to allow retirement planning to flow in the manner it was designed. If you have a client with a plan that does not seem to be working, and there is too much liability, we can work on balancing the plan and changing the overall landscape.
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Financial Advisors

There could be several reasons that you would seek help. You might be looking for ways to make a current plan work better, or there could be a client that wants to know all of the options available for their business. We are here to provide you with a free analysis of whether you need strategic design or help with anticipated contributions. Our goal is to make sure that your client is able to enjoy a plan that works.
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When you spend a significant amount of money and time to enjoy where you are today, you never want to deal with your client losing trust in the payroll company or the bank that is attached to their plan. It is our goal to provide the best possible advice to all of our clients when it comes to not only plan design, but also administration and compliance.

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