Certified Public Accountants

Our job is to make the retirement plan work its best.

A good retirement TPA makes sense.


The Tax Game

Proper accounting is an art form since there are many options to consider in pursuit of a goal. The retirement plan can be a very useful part of your strategy and we’re here to help:

  • Partner with you to add value to your client
  • Illustrate maximum and minimum funding
  • Regular communication
  • Accrual-basis accounting and thorough trust reconciliation


Know the Rules

CPAs understand better than most that you have to know the rules to play the game. A good 401k administrator uses the regulations to recognize opportunity:

  • Review a client’s existing 401k plan for effectiveness
  • Make the plan work for the company
  • If a plan doesn’t fit, make it free for the sponsor


Plan Audits

Auditing 401k plans requires a lot of skill and defined procedure. If you can’t depend on the TPA to produce good work, your job is much tougher. We’re the retirement TPA who:

  • Can answer specific questions about our results
  • Is regularly referred business by 401k plan auditors
  • Provides comprehensive reporting, often to your specification

Tax reform has put some businesses in a tough spot.

The same old tricks to reduce taxable income to your clients may require some novel review. If pass-through income is too high nowadays, perhaps a qualified retirement vehicle has now become a more attractive tool for you. If you have questions about feasibility, we’re happy to give you the assist.

Learn more from our retirement plan specialists.

Read the Guide

Retirement plans can quickly morph from simple to complicated.

Owner-only 401(k) plans or SEPs are great! No filing, barely any testing, maximized contributions. What’s that you say? You have an employee now? Uh-oh. Should you recommend the plan dissolve? One quick call or email to our office may give you the answer you need. Don’t panic- get informed! We make it look easy so you look good.