Our team is trained to handle large and small 401k retirement accounts and has done so for years. Our company will ensure all procedures are followed, and the regulations are adhered to. This ensures clients do not have to worry about meeting IRS guidelines on their own.

​

If your business has a small plan or covers under 100 people, you may only need to have a simplified form 5500 filed for you. We can handle that for you and we are ready to help you with this.

 

If your company has over 100 participants when you start the Plan or increases to over 120 employees for an existing Plan, you will have to file as a large filer. This also requires an outside CPA audit