SEK
Retirement Plans

Services

Services / Third Party Administration - Retirement Plans

Our Services

  • Plan design and implementation
  • Plan document review
  • Tracking legislative changes
  • Nondiscrimination testing
  • Contribution calculations
  • Employee communication
  • Day-to-day third-party administration
  • Trust accounting
  • Vesting calculations
  • 5500 preparation
  • Representation regarding IRS and DOL issues

Our Areas of Expertise

  • 401(k) plans – Traditional, Roth, Safe Harbor
  • Profit sharing plans
  • 403(b) plans
  • Governmental – money purchase, 457 plans

How Our Clients Benefit

Customized Plans

Finding a balance between cost and value is essential when designing a retirement plan. Our knowledgeable and experienced team will design a retirement plan to fit your needs and objectives.

Commitment to Independence

SEK does not sell investment products. We work with clients’ financial advisors who will find investment vehicles that best suit their needs.

Tax Advantaged Savings

Our CPA-led team understands the tax and audit implications related to retirement plans. Our team can maximize tax deductions for business owners and retirement savings for plan participants.

View 2020 Cost of Living Adjustments

Team Leaders

Contact Us to Schedule a Consultation