Services For Accountants

Tax Return and CalculatorWould you like to offer Retirement Plan Services to your clients, but don’t want to get caught up in the expense and hassle of having to train and maintain a staff to provide this service?

The Retirement Essentials staff are experts in Department of Labor and Internal Revenue Service compliance issues. Since the regulations change so often, it can be time consuming and costly to continue to educate your staff in this area.

Retirement Essentials offers:

  • Consulting for Plan Design Features
  • Proposals for Specific Plan Types
  • Participant Record keeping
  • Administrative Services

A Retirement Essentials Retirement Plans Specialist can help you understand the types of plans that are available and the advantages and disadvantages of each so that you may assist your clients in selecting the type of plan that is best suited for their business.

Our support enables you to confidently provide added value to your clients by assisting them by adding retirement plans to their employee benefit package.

We are extremely flexible and can tailor our services to your specific business model, whether you prefer that we work directly with your clients, or act as your “back office.”

We provide thorough documentation with all required ERISA disclosures, as well as a Plan Administration Kit, which contains the plan’s pertinent documents.

Our services include:

  • required valuations and record keeping
  • compliance testing
  • contribution calculations
  • government reporting
  • IRS approved documents,
  • and pertinent news and information concerning retirement plans.

A Retirement Specialist is assigned to each plan and is available to you at our toll-free number 1-800-297-6746 for all of your questions and concerns, as well as by email at [email protected]

Contact us today for more information!

photo by: 401(K) 2013