Retirement Plans for Closely Held Businesses
A closely held business is a private business not publicly traded. We set up a plan for a company that needs one or we take over a plan that is already in existence. Our administrators handle all the federal reporting to keep the plan in compliance.
For those companies that do not yet have a retirement plan, we offer a feasibility study to show you your options. After designing the plan and with your approval, we then file the plan with the Internal Revenue Service for approval.
Once the plan is in place, you can count on us to prepare the required filings for the Internal Revenue Service as well as the Department of Labor on an annual basis.
Types of Plans
Our consultants are ready with advice and assistance for the following programs: