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Retirement Plan Administration PDF Print E-mail

retirement plan administrationBeing the premier local third party retirement and pension plan administrator (PPA) in NCW, allows our Firm the unique ability to offer you the choice of over 800 funds across the nation. We specialize in developing plan design, administration, communication, testing and record keeping. Our advisory and administration covers:

  • Current Plan Analysis and Review
  • Profit Sharing Plans
  • 401(k), 403(b) Plans and 457 Plans
  • 401(k) Safe Harbor Plans
  • Solo (k) Plans
  • Cafeteria and Flexible Spending Plans
  • Simplified Employee Pension (SEP) Plans
  • Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) Plans

Your successful plan requires careful integration of many aspects. To do this requires a team that LISTENS to your needs and then formulates a plan that meets your unique business requirements. Call one of our Retirement Plan Administration advisors at (509) 663-1661 today to assist you with your investment choices.

Contact

» Terry Reynolds, QKA - Retirement Plan Administrator
» Jeffery R. Neher, CPA
» Judy S. Conner, CPA
» Kristine Loomis, CPA, CVA

 
  • "Terry Reynolds helped our small engineering company set up a 401k plan in 1998.  As our company has changed and grown, she has helped us modify our plan as appropriate.  I am consistently impressed with the quality of service we receive from Terry.  Terry remembers our previous conversations, knows the answers to most of my questions, and finds the answers to the rest.  Her correspondence is timely and correct.  She is pleasant and professional and is always available when we need her.  I would recommend Terry to any small company setting up a retirement program.  We are completely satisfied."

     

    Mike Rolfs, PE
    401k Plan Administrator
    Pacific Engineering & Design, PLLC