Retirement Plans

As a responsible employer, you want to help those who work for you prepare for retirement. With more types of retirement plans to choose from than ever before, changing employee expectations, and ever-lengthening life spans, the importance of choosing the right plan can’t be overstated.

But which retirement plan is right for your organization? What type of plan will provide your employees with the retirement income they require, while at the same time meeting your needs and abilities as an employer? How will the plan be administered, and who will ensure that it complies fully with all applicable laws and regulations?

We offer prototype, volume submitter and individually designed plan documents allowing maximum flexibility in plan design. Our services include submission of plans for IRS determination letters. We prepare annual federal filing reports, perform testing, monitor eligibility and vesting requirements, calculate and prepare income and loss allocations, process distributions, and provide hands on assistance to plan sponsors. For employers wishing to offer on-line daily access for self-directed investments, see information about the EBR Daily Plan-It™.

Employee Benefit Resources has the technical knowledge and experience to help you design a new retirement plan or revise an existing one. We’ll stand beside you every step of the way, from design to implementation to meeting all reporting and regulatory requirements. Let us put our expertise to work for you.

Plan Design Types – visit this link for plan descriptions.