Your path to retirement is as individual as you are. So our team approaches your situation with a customized strategy designed to grow as you and your company grow. As a CPA firm, we offer a perspective focusing on:
A comprehensive blueprint that looks at your retirement plan from a tax, audit and product point of view and in context with your personal and professional goals
Objective advice that’s not tied to one particular product, but based on a global view of the options available to you
Whether you’re a sole proprietor just starting out or a growing employer with many employees—we’ll help you make sense of what’s required to optimize your contributions and be aware of changes that could have long-term effects. Our team will design, implement and administer the appropriate retirement plan for you and your business. We also address matters such as:
Compliance
Annual reporting
Audit preparation (required of plans with more than 100 participants)
Annual notices to plan participants regarding necessary action or any changes to the plan
Your individual requirements depend on your retirement goals, your transition plan for your company and the number of your plan participants. Based on your needs, we’ll also work with our extensive network of professionals that include third-party administrators, legal advisors and other professionals to provide the appropriate advice for your unique situation.
Your path to retirement is as individual as you are. So our team approaches your situation with a customized strategy designed to grow as you and your company grow. As a CPA firm, we offer a perspective focusing on: