Jerry Mann's Contact Details

Jerry Mann's Company Details

Who We Are:We are an independent qualified plan administration firm specializing in employer tax-advantaged benefits for employers and their employees. With over three decades of administrative experience.What We Do:Solve Clients tax benefit plan administrative needs in the most cost effective manner Prepare Reports For:Employers - Outlining plan specifications, current year data, contribution amounts,employee accuntsand vested benefitsEmployees - Maintaining a year by year accounting of their account balance, their vested benefit and any insured survivor benefitsIRS-PBGC - Each year preparing the proper annual governmental report with attached schedulesProvide plan documents for review by the sponsor and attorney, and outline the plan benefits in a summary plan descriptions for employeesHow We Do ItBy relying on communication from the employer and other third parties with data input into the latest computer hardware and softwareWith Plan specialists in benefit design and administration, backed by an in house library updated weeklyOur Plan Design Options Include the following:Salary reduction 401K profit sharing plansSafe Harbor 401 K Plans Fixed contribution Money Purchase PlansDiscretionary Profit -Sharing plansIntegrated , Non Integrated Plans or new comparability allocationEmployees stock Ownerships PLans ( ESOP )403 (b) Tax shelter annuity programsRoth feature to the 401 K