Retirement Plan Administration - Nathan Wechsler & Co., P.A. - CPAs & Business Advisors

Regulatory rule changes and their compliance create challenges for employers and their human resource personnel. Our Retirement Plan Administration Group is here to help.

We provide a variety of services to new or existing defined-contribution, 401K plans, and 403(b) plans. We also provide assistance in establishing a new plan, assessing goals and objectives, preparing appropriate plan and government documents, and assisting in implementation and maintenance of the plan.

Administrative services include:

Initial plan design and document preparation
Forecast and projections to optimize benefits and deductions
Plan designs to optimize benefits to owners and highly compensated individuals
Employee and employer education
Live phone support

Calculating the employer plan contribution
Ensuring compliance with all IRS and DOL regulations
Preparing 5500 series tax forms
Preparing the plan summary report
Performing top heavy and discrimination testing
Providing periodic participation statements