About
Compliance Services for Qualified Retirement Plans such as 401(k) Plans, Cash Balance Plans, and Defined Benefit Plans.
We prepare everything from plan documents, amendments, nondiscrimination testing, actuarial valuations, participant statements, Form 5500, distributions, notices, etc. Basically we do everything for your qualified plan other than the investments.
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Detailed Information
- Location TypeHQ
- Opening Date2009
- Annual Revenue Estimate$100,001 to $500,000
- SIC Code show
- Employees2 to 4
- Contactsshow
- Owner, Chief Actuary Charlie Steingas
- Phone 9525008696
- Email [email protected]
- Fax 7635928102
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