Consulting



As retirement plan consultants, we also provide a range of non-standard administrative services for the plan, including but not limited to the following items:
  • Benefit and cost analysis
  • Tax benefit analysis
  • Eligibility and distribution studies
  • Assist with Plan Installation/Asset Transfers
  • Assist with IRS and DOL audits
  • Technical assistance to attorneys
  • IRS qualification and submission services
  • Employee communications
  • Plan Amendments
  • Benefit comparisons and projections
  • Consultation with trustees, committees or executives
T (510) 748-6420 | F (510) 748-6414
1320 Harbor Bay Parkway, Suite 210 | Alameda, CA 94502

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