Postlethwaite & Netterville

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Services : Employee Benefits

Postlethwaite & Netterville provides comprehensive services for your company's qualified plans, including money purchase, profit sharing, 401(k), and 403(b). Our goal is to make sure your employee benefit and compensation plans are competitive, are designed to retain employees and are in compliance with the Employee Retirement Income Security Act (ERISA), the Department of Labor and the Internal Revenue Service. The services we provide include:

Plan Consulting

  • Determine your plan feasibility and alternatives
  • Design custom provisions
  • Review investment options and fiduciary responsibilities
  • Determine employee communications
  • Assist with terminations

Document Services

  • Preparation of documents for approval by your legal advisor
  • Submission of the IRS determination letter
  • Preparation of corporate resolution and employee notices
  • Description of the summary plan
  • Preparation of administrative forms

Administration Services

  • Discrimination testing
  • Year-end administration
  • Preparation of participant statements and annual reports
  • Preparation of all compliance forms

 

CONTACT INFORMATION

Ed Starns
estarns@pncpa.com
(225)922-4600

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