SERVICES
“Retire from work, but not from life.”
— M.K. Soni
Are you a small business owner looking to start a 401K or get your current plan reviewed?
Serving Buffalo, NY and the surrounding area.
Annual Administrative Services
ADP and ACP non-discrimination testing
Top-heavy testing
Preparation of signature-ready Form 5500 Series
Summary Annual Report
Plan consulting on compliance and design
Individual and group meeting for participants
Enrollment meetings
Calculation of employer contribution (profit sharing)
Calculation of vested benefits
ERISA compliance
Annual valuations
Loan administration
Withdrawals/rollovers
Installation Services
Plan design and consulting
Plan document
Summary plan document
Takeover Plan Services
Reconciliation of assets and participant records
Review of plan document and amendments
Instruct client on transfer of assets from present investment company (if applicable)
Instruct new investment company on establishment of each employee’s account
Consulting on issues that relate to the transfer of assets and takeover of the plan
Feel free to get a head start by filling out our Design Questionnaire!
Maybe you have questions regarding Financial Planning, Estate Planning, Social Security, Medicare, Investments, Divorce Planning, Wealth Management, Property & Casualty Insurance, or Women’s Financial Wellness.
Go check out our friends at The Financial Guys® for more information!
Your first consultation is on us! Schedule your appointment today. Please make sure to answer some preliminary questions first. Thanks!
We are accepting appointments over the phone or in person.
Just have a few questions?
Get in touch with us for more information here!