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Retirement Plan Services

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Designing and administering a qualified plan is challenging. There are complex rules and guidance that must be followed. To complicate matters, there are often thousands of calculated transactions each pay period. Our qualified plan professionals can help you to understand these rules and assist with the transactions. Providing our clients with the guidance and direction necessary to comply with the numerous legislative and regulatory rules governing employee benefit plans is the cornerstone of our retirement plan consulting practice. Our experience and technical expertise allows us to offer the highest quality advice available to our clients.

For more information on other services see below:

Alvarez & Marsal (A&M) - Operational Due Diligence

Retirement Plan Testing & Design

Qualified retirement plans must pass rigorous nondiscrimination tests annually to ensure that they maintain their tax advantaged status.

Alvarez & Marsal (A&M) - Sales Force Effectiveness

Vendor Search and Evaluation Services

As a plan sponsor, you have a responsibility to ensure that plan costs are reasonable and that the plan is receiving appropriate services for the fees it is paying.

Retirement Reporting Assistance

We prepare and file numerous governmental forms for our clients each year. We are well versed in the issues necessary to meet your benefits related compliance needs.

EBP Financial Statement Preparation Assistance

For many plan sponsors, outsourcing the preparation of their employee benefit plan financial statements is an efficient way to ensure their financial statements comply with the reporting and disclosure requirements applicable to benefit plans.

Retirement Form Preparation

For organizations, one of the more overwhelming duties of administering a qualified plan is the governmental form preparation and filing.

Retirement Operational Review

The Internal Revenue Service (“IRS”) and Department of Labor (“DOL”) focus on a plan’s operating policies and procedures, compliance and reporting controls.