Retirement Plans and
other Employee Benefits
Retirement plans, cafeteria plans, health reimbursement accounts, health savings accounts, and group insurance plans and benefits comprise the heart of employee benefit planning. We provide design, qualification and maintenance advice and services in a timely and cost effective manner, usually on a flat fee basis. Most clients understand employee benefit plans are key elements in the competition to attract and maintain highly qualified employees. Designing and providing plans that work well for both you and your employees should therefore be a high priority.
Our retirement plan expertise and experience stands out above all. We both design and assist in the maintenance of various qualified retirement plans, including cross-tested allocation plans, and 401(k) plans. Due to their complexity and the numerous regulations implicated, dependable and timely retirement plan services are essential. Moreover, we have learned through the years that our clients and their employees grow to truly value and appreciate the security offered by effective retirement plans.
As part of our services, we regularly counsel our business clients on the intricacies of contribution withdrawal strategies, with special attention on the interaction of those strategies with income and estate tax planning.