Our knowledgeable, dedicated staff is committed to the following principles:
- Produce a quality work product
- Demonstrate technical excellence
- Understand and meet client needs and expectations
- Charge fair fees
- Maintain independence
- Work as a team
- Show empathy and demonstrate honesty
Retirement Plan Solutions
Saving for retirement is more important than ever and an employer sponsored retirement plan is an excellent way to achieve your savings goals. We’ll be there every step of the way from the initial design and implementation to providing ongoing compliance and recordkeeping services.
Retirement plans do not have to be expensive. Employer-sponsored plans generate further benefits in addition to essential retirement savings. Many times these benefits can off-set plan costs. A retirement plan will contribute to company growth by attracting and retaining better employees. Retirement Plans also offer significant savings by deferring taxes on plan contributions and investment gains until the time of distribution.
Plan Design and Document Services
We specialize in retirement plan design for all types of businesses. We offer an IRS approved Prototype Plan Document with flexibility to structure a retirement plan funded by employer and/or employee contributions. After discussing your personal and business goals we will evaluate your employee population and design a custom retirement plan for your business. We know that businesses grow and change over time. We will review your plan annually to ensure it continues to meet your needs in the years ahead.
PKHB Retirement & Pension Plan Services include:
- Pension Third Party Administration
- Personal Retirement Plan Management
- Pension Plan Design and Setup
- IRS Form 5500 preparation
- Department of Labor and IRS audit representation
- Financial Plan
- Pension Plan Audit services
Your retirement plan, whether your personal, business, municipality or non-profit plan, is a critical component of your financial landscape.
A. Michael Bucci, CPA
Ned Howe, CPA
Bradley Cummings, CPA, CVA
Ned Howe, CPA
Gary Newkirk, CPA
Thérèse Wolfe, EA
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