Servicing Florida for Over 31 Years

Established - December 1990

Pension Consulting & Plan Administration

Qualified Retirement Plans

 

401(k)

403(b)

457(b) & 457(f)

Profit Sharing

Defined Benefit

Cash Balance

IRS REQUIRED
PLAN DOCUMENTS RESTATEMENT - CYCLE 3
Deadline July 31,2022
(Click Here)

Government Agencies:

 

Internal Revenue Service

Department of Labor

Pension Benefit Guaranty Corporation

EFAST2 – Forms 5500 & 5500SF

EFTPS – Tax Withholding