Employee Benefits Plan Administration
Professionals
Services
- Consultation, Evaluation and Administration
— Profit Sharing Plan
— 401(k) Plans
— Employee Stock Ownership
Plans (ESOPs)
— 457 Plans
— 403(b) Plans - Consultation, Evaluation and Set-up
— Simplified Employee Pension
Plans (SEPs)
— Savings Incentive Match Plans
for Employees (SIMPLE)
— 529 Plans - TPA Services
— Record Keeping
— Employee Communications
— Employee Education
— Retirement Distributions
— Eligibility and Vesting
— Plan Termination
— Plan Audits
— Plan Conversions - Other
— Notice Insurance
— Employee Communications
— Participant Loan Administration
— Plan Document Interpretation
— Hardship Withdrawals
— 404(c) Protection and
Investment Policies
Retirement plans are one of the few remaining tax shelters available to employers and employees alike. Plan sponsors enjoy an immediate tax deduction for contributions while participants benefit from tax deferment and tax free financial growth. Furthermore, employers who offer retirement plans have an edge in recruiting and retaining key, qualified personnel.
These benefits, however, do come with some complexity. At KFMR, we work closely with you to evaluate and administer a plan that best suits your organization, in a manner that does not compromise its integrity – or its long term goals. From one-participant plans to large plans, you can rely on our responsiveness, timeliness and up-to-date knowledge of the regulations surrounding retirement plans.