Joy Hodgson, CPC, QKA, QPA
Retirement Plan Services Manager
Certified Pension Consultant (CPC)
Qualified 401(k) Administrator (QKA)
Qualified Pension Administrator (QPA)
Our comprehensive services for qualified retirement plans include:
We provide services for profit sharing, 401(k), ESOPs and KSOP, 457 or 403(b) plans, defined benefit/cash balance pension plans, and cross-test/rate group allocations. Our services include:
Our professional staff of administrators are extremely experienced in compliance, accounting, finance, and auditing of qualified retirement plans and will be available to assist you in all areas of plan compliance and operation. Our technical expertise in ERISA regulations, IRS tax law, and superior client service will prove most valuable as you establish and maintain your company’s retirement plan.
We believe in a teamwork approach and will work with your accounting staff, CPA, attorney, banker, and investment advisor to ensure you are receiving the best service possible. We do not sell or recommend insurance or investment products so we can work with an advisor of your choice or we can refer you to excellent advisors with whom we have previously worked. Contact us today with questions regarding your specific plan or to get started.