In today’s volatile financial world retirement plans are essential to attracting and retaining quality employees, as well as an essential part of a business owner’s wealth building strategy. Choosing the right plan for your business can be a daunting task. Our experienced retirement plan consultants will work with you to customize a plan that best suits the needs of your company.

Once the right plan is chosen, we offer on-going plan administration that ensures compliance with applicable regulations. As an experienced CPA firm, we also assist employers in satisfying their plan’s audit requirements when necessary.

To ensure our clients receive the most up-to-date industry rules and trends the Retirement Services Group at PKS & Company spends countless hours of research, training and certification in the areas that count the most and are members of the American Society of Pension Professionals & Actuaries, the Employee Benefit Plan Audit Quality Center and other professional employee benefit plan organizations.

We provide Comprehensive Retirement Services including

  • Plan Selection & Design
  • Prototype & Individually Designed Plan Documents
  • Pension, Profit Sharing & 401(k) Administration
  • Compliance Testing & 5500 Filings
  • Contribution Projections and Planning
  • Representation before the IRS & DOL
  • Monitoring of Proposed Legislation
  • 401(k) & Profit Sharing Plan Audits

Our areas of expertise include:

  • 401(k) plans – Traditional, Roth, Safe Harbor
  • Governmental and Non-Profit 403(b) Plans
  • Profit Sharing Plan including:
  • New Comparability, Age-Weighted & Social Security Integrated

Our team of knowledgeable financial service professionals are committed to helping you realize and achieve realistic goals for your future.

Contact us to see how we can help you with any of the following services:

  • Analysis of Net Worth
  • Life Time Gift Plans
  • Retirement Planning
  • Elder Care Services
  • Estate Planning
  • Financial Crisis Avoidance
  • Wealth Enhancement
  • College Funding
  • Pension, 401(k) and Profit Sharing Plan Services and Administration

In addition, our professionals can assist with investment advisory services and management including:

  • Retirement Income Planning
  • Life Insurance/Annuity Needs
  • Analysis of Financial Plans and Investments
  • Investment Advisory Services
  • Analysis of Financial Plans and Investments

For more information on our Investment Services visit PKS Investment Advisors LLC.