Accounting - , ,
We specialize in providing third party administration services for small to mid-size businesses relating to employer sponsored, tax-qualified, retirement plans. These plans include, Defined Contribution Plans (Traditional 401k, Safe Harbor 401k, Profit Sharing), Defined Benefit Plans (Traditional, Cash Balance), or a combination of the two.We work closely with the business owner, the CPA, and the financial representative, to determine the proper plan design that will best fit the company's situation and objectives. Every company's demographics and financial situation is unique, and we pride ourselves on the fact that we take the time to figure out what type of plan will best fit for a given situation.
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