Certified Public Accountants

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