A benefit program designed specifically for your business.
We understand this. We ask questions, analyze your current situation, weigh all the options, keep your aspirations in mind and tailor a program created specifically for you.
Your program will provide you with strong benefits for recruiting, as well as pension and retirement planning. Your plan will be a tax savings vehicle for your business. We know those strategies well and counsel you on the tax implications of every decision you make regarding your plan.
The Benefits of Experience
- 401 (k) Plans
- Profit Sharing Plans
- Money Purchase Pension Plans
- Defined Benefit Plans
Administrative services for retirement plans:
- Third party administration (quarterly and/or annually)
- Plan document preparation
- Compliance testing and reporting
- Trustee services
- Plan design consulting
As your needs change, we’ll adjust your plan accordingly – even if that means changing it to an entirely different program. Most importantly, we bring you the quality control and peace of mind that comes from partnering with a CPA firm as opposed to contracting with a third-party administrator.
The Benefits of Specialization – Auditing Employee Benefit Plans
In addition to designing Employee Benefit Plans, we also have a team dedicated solely to the audit of employee benefit plans. We are a member of the AICPA Employee Benefit Plan Audit Quality Center, and we are trained specifically in these types of audits. This is a unique ability, and we pride ourselves in the specialized techniques and procedures we are able to provide.
Current SDK clients – click here to read about the new In-Plan Roth Transfer provision for 401(k) plans.
Click below to see the contact information for the entire employee benefit team.View Detail
Items of Interest
IRS Offers Tips for Teenage Taxpayers with Summer Jobs
Students and teenagers often get summer jobs. This is a great way to earn extra spending money or to save for later. The IRS offers a few tax tips for taxpayers with a summer jobView Detail
News & Events
Roundtable Seminar: Understanding the changes coming to financial statements
As a business owner, you know financial statements are important, but like an Apple watch you only use to tell time, there is so much information packed into financial statements, the resources can be easily overlooked. This seminar will illustrate examples of how business owners can use their financial statements as a decision making tool to positively impact their cash flows and bottom line.View Detail