The benefit of experience.

Smith Schafer can guide you through every facet of structuring and managing the right employee benefit plan program for your organization. We work closely with numerous retirement plan service providers, including local financial advisors and reputable asset trustees/custodians.

Retirement Plan Consulting:

  • Plan Selection
  • Plan Design
  • Benefit Optimization for Owners and Key Personnel
  • Plan Corrective Actions, Including Utilizing Department of Labor (DOL) and Internal Revenue Service (IRS) Correction Programs
  • Notice Responses
  • “What If” Analysis
  • Fiduciary Training and Education
  • Fiduciary Compliance Reviews
  • Consulting on General and Specific Plan Issues

Third Party Retirement Plan Administration:

  • Plan Document Preparation and Maintenance
  • Compliance Testing
  • Assistance with Census Reconciliations
  • Contribution Calculations and Allocations
  • Required Minimum Distribution Calculations and Processing
  • Hardship Distribution Calculations and Processing
  • Other Distribution Processing
  • Participant Loan Processing and Maintenance
  • Participant Record Keeping
  • Forfeiture Allocations

Retirement Plan Audit Services

 

We can take a second look at your current plan and fees at any time. Click here to contact our Employee Benefit Services Group for additional information.

Click here to view a complete list of our services.