By conducting an evaluation of your plan’s performance, investment options, fees and other factors, you can identify areas that need improvement and take steps to optimize your plan’s design. This can help you stay on track with retirement plan goals, provide better benefits to your employees and reduce your liability as a plan sponsor.
Below is an Annual Retirement Plan Questionnaire to help you assess your plan’s overall health!
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd. Suite 31
West Seneca, NY 14224
716.674.7200
L.Kavanaugh@nebstpa.com
About Your Buffalo Area TPA
Northeast Benefit Services provides third party administrative services to employer sponsored retirement plans throughout Western New York. We believe strongly in the need for employers to use independent LOCAL third party administrators and work closely with your accountants and financial advisors to ensure that the plan provides the benefits you and your employees need.
- 401(k) Plan Administration
- Annual 5500 Filings
- Custom Plan Design
- Non-Discrimination Testing
- Plan Audit Consultations
- DOL and IRS Corrections
- Plan Documents and more!
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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