At Burkett Burkett & Burkett CPAs, P.A.,
we know that recruiting and training costs are high. So, we want to
help you attract and retain your valued employees. Employees are no
longer just looking for a great salary. They need to know that they
will be comfortable in the future.
We offer:
- An IRS-approved Prototype Retirement Plan for
a 401(k)
- Profit Sharing and/or Money Purchase Pension
Plan
You will be provided with the following (in
compliance with ERISA):
- Plan Document
- Adoption Agreement
- Summary Plan Description
- Participant Documents
We also offer the following plan administration
services:
- Plan Consultation
- Trust Accounting
- Valuation and Allocation Reports
- Individual Participant Statements
- Distribution and Loan Documents
- Non-Discrimination Testing
- DOL/IRS Annual Reporting
Let us help you grow you and your employees’
futures!