RETIREMENT

Making retirement tools work for your goals.

We have helped many healthcare professionals start their businesses as well as make the transition into retirement.  We recognize your unique needs and meet them with service that is hands-on, ensuring the retirement you are working towards. We can work with your existing plans or start new ones.

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Profit Sharing and 401(k) Plans
  • Profit Sharing

  • 401(k) Elective

  • Roth Elective

  • Safe Harbor

  • Cross Tested

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Trust and Participant Accounting
  • Plan Valuations  - Annual / Quarterly

  • Participant Certificates

  • Contribution Calculations - Annual / Quarterly

  • Plan Testing

  • Plan Amendments

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Cafeteria / Section 125 Plans
  • Medical Reimbursement Flexible Spending Plan

  • Dependent Care Plan

  • Health Insurance Premium Plan

  • Adoption Assistance Flexible Spending Plan

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Health Savings Accounts
  • Set-up, design and educate