Pension Planning and Administration Plan for Tomorrow Today Planning for the financial futures of your employees is an important aspect of any business, large or small. Your employees — the people most important to the success of your business — count on their pension and retirement plans to fund their futures, and we can help you design a plan tailored to their needs and yours. We also provide ongoing plan administration services, and ensure that your plans are compliant with current regulations. Our retirement plan administration provides the full range of consulting and administrative services necessary to assure compliance with the IRS, Department of Labor and reporting to your employees: - Plan Design and Consulting
- Profit Sharing, 401(k), and Pension Plans
- Annual, Semi-Annual and Quarterly Administration
- Balance Forward and Daily Valuation Administration
- Employee Meetings
- IRS Filings
- Compliance Testing
- Distributions to Participants
- Plan Terminations
If you would like to start your business retirement plan right or would like a professional eye to reexamine your current plan, please contact Mary Eleanor Whelan at 509.453.0123 or mwhelan@lemasterdaniels.com. Click on the link to visit the IRS Website: Retirement News for Employers. < Back to Services
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