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
Minneapolis & St. Paul Sick and Safe Time Ordinance
The cities of Minneapolis and Saint Paul are scheduled to roll out their sick and safe time ordinance(s) for most employers on July 1, 2017. It’s important that employers affected in both cities do their due-diligence to make sure they are compliant with the new ordinances. As we stand today, the Minneapolis and St. Paul sick and safe time ordinances will only be enforced against employers residing within their respective city limits.
Click the link to read:
News & Events
SDK’s next roundtable is for nonprofit leaders: A Day in the Life of a Dollar
Cyber security, internal controls and efficient systems for nonprofit organizations.
Our next seminar is designed for those working in nonprofit organizations and those who serve on nonprofit boards.View Detail