Retirement Plan Services

Designing and administering a qualified plan is challenging. There are complex rules and guidance that must be followed. To complicate matters, there are often thousands of calculated transactions each pay period. Our qualified plan professionals can help you to understand these rules and assist with the transactions. Providing our clients with the guidance and direction necessary to comply with the numerous legislative and regulatory rules governing employee benefit plans is the cornerstone of our retirement plan consulting practice. Our experience and technical expertise allows us to offer the highest quality advice available to our clients.

For more information on other services see below:

IRS and DOL Correction Program Assistance

The IRS and the DOL offer several correction programs to help plan sponsors avoid significant penalties for non-compliance.

Retirement Plan Testing & Design

Qualified retirement plans must pass rigorous nondiscrimination tests annually to ensure that they maintain their tax advantaged status.

Vendor Search and Evaluation Services

As a plan sponsor, you have a responsibility to ensure that plan costs are reasonable and that the plan is receiving appropriate services for the fees it is paying.

Retirement Reporting Assistance

We prepare and file numerous governmental forms for our clients each year. We are well versed in the issues necessary to meet your benefits related compliance needs.

EBP Financial Statement Preparation Assistance

For many plan sponsors, outsourcing the preparation of their employee benefit plan financial statements is an efficient way to ensure their financial statements comply with the reporting and disclosure requirements applicable to benefit plans.

Retirement Form Preparation

For organizations, one of the more overwhelming duties of administering a qualified plan is the governmental form preparation and filing.

Retirement Operational Review

The Internal Revenue Service (“IRS”) and Department of Labor (“DOL”) focus on a plan’s operating policies and procedures, compliance and reporting controls.

Thought Leadership

Germany tax update – 30 April 2025

May 7, 2025

On April 30, 2025, the Court of Justice of the European Union (CJEU) delivered pivotal judgments clarifying the boundaries of VAT and customs debt liabilities. These rulings are crucial for tax directors, compliance experts, and legal advisors navigating risk in multinational frameworks.

Thought Leadership

MIDDLE EAST TAX ALERT | UAE | Waiver of UAE Corporate Tax (CT) Registration penalties

May 7, 2025

On May 5, 2025, the Federal Tax Authority (FTA) announced on their LinkedIn page and on Dubai Eye and Dubai One an initiative to waive penalties for late CT registration, if a taxpayer submits their CT return within seven months from the end of their first tax period.

Thought Leadership

Tax Integration after M&A

April 30, 2025

During this engaging session, we explored key Dutch tax considerations and strategies to a successful tax integration after a deal.

Thought Leadership

Kevin M. Jacobs Discusses Taxpayer Reliance on Proposed CAMT Regulations

April 30, 2025

Tax advisors grappling with the complexities of the proposed regulations for the Corporate Alternative Minimum Tax (AMT) are gaining clarity, thanks to insights from leading experts in the field.