Barbara Smith

Plan Analyst at Crest Retirement - Dublin, OH, US

Barbara Smith's Colleagues at Crest Retirement
Rob Martin

President and Owner

Contact Rob Martin

Barbara Smith's Contact Details
HQ
614-789-1611
Location
Columbus,Ohio,United States
Company
Crest Retirement
Barbara Smith's Company Details
Crest Retirement logo, Crest Retirement contact details

Crest Retirement

Dublin, OH, US • 5 - 9 Employees
Financial Services

We provide customized retirement plans and ongoing administrative services to small businesses.We leverage our knowledge of the industry rules and regulations in a manner that provides a retirement plan that is ideal for both the principals and the employees.We manage the successful compliance of our clients with the DOL (Department of Labor) and the IRS (Internal Revenue Service). By providing combined expert advice and hands on service, we assist the small businesses with building and upholding a retirement plan based on integrity - this gives them the opportunity for a strong retirement savings tool with wealth, tax perks and employee retention.Contact us today: info@crestretirement.com

Plan Design/Consulting (401(k) Safe Harbor Cash Balance) IRS/DOL Rules/Regulations (including ERISA) Compliance Testing Balance Sheets Income Statements Employee Distributions Amortization Schedules/Participant Loans IRS Form 5500 Filing
Details about Crest Retirement
Frequently Asked Questions about Barbara Smith
Barbara Smith currently works for Crest Retirement.
Barbara Smith's role at Crest Retirement is Plan Analyst.
Barbara Smith's email address is ***@crestretirement.com. To view Barbara Smith's full email address, please signup to ConnectPlex.
Barbara Smith works in the Financial Services industry.
Barbara Smith's colleagues at Crest Retirement are Rob Martin, Nichole Kiszla and others.
Barbara Smith's phone number is 614-789-1611
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