Areas of Expertise

Serving clients in Little Rock, Central Arkansas, and businesses across the nation, we're ready to bring our expertise to you.

Plan Document Preparation

 

Internal Revenue Service (IRS) rules require a written plan document to accompany all retirement plans to formalize how the plan will operate.

Our plan document preparation services include plan design to your satisfaction along with the necessary plan legal documents.

Amendments and Restatements

 

As legislative regulations change, all qualified retirement plans must be updated. Some of these updates are made through plan amendments, but others require complete rewriting of plan documents. Our services cover both cases.

Participant Recordkeeping

 

We ensure proper allocation of contributions and earnings via reconciliation of the employer’s records with those of the investment custodians.

We prepare and file annual reports — Form 5500 series and other required reporting. We also stand with our clients during any IRS or DOL audit. Problem solving is made simpler when participant recordkeeping is accurately accounted for.

Plan Audit Services (IRS and DOL)

 

How confident are you that your company’s retirement plan is operating in accordance with all legal requirements under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code (IRC)?

We’ll help you minimize monetary sanctions, consequences to your employees, and personal liability for company officials who are ERISA-plan fiduciaries responsible for the investment of plan assets and plan administration that can stem from an IRS or DOL Plan audit.