If you’re like
most companies, you face increasing demands to offer
competitive employee benefits. You know a good
package must include a retirement savings plan,
but you feel confused about which plan is the best and
where to start.
Even
companies with established Employee Retirement Plans
– large and small alike – often feel overwhelmed
by tedious administrative details, IRS testing procedures
and complex government regulations. But there’s
no need. Walker makes employee retirement plans
easy.
You’ll
get a simple, hassle-free way of providing the best
retirement benefits for yourself and your employees.
Isn’t that what every employer wants? Wasn’t
that what you expected when you began your plan?
Here's How We'll Make Your
Job Easier
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First, we’ll help you make sure you have the best
type of plan for your company.
Retirement
goals of each company vary. Some are looking for the
easiest plan to set up. Others are concerned about maximizing
retirement benefits for the owners. Yet, others are
looking for the lowest cost. It seems that every company
is a little different. But don’t worry; we’ll
help you choose the right plan for your circumstances.
Or, we’ll review your current plan to make sure
it fits your needs.
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We’ll handle IRS testing requirements.
Some popular plan
types require ADP testing, ACP tests, Top-Heavy formulas,
etc. Most employers find these tests difficult to accomplish
and impossible to understand. But don’t worry;
we’ll do them for you.
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We’ll handle the forms, reports and statements.
There’s
a long list: Safe Harbor Notices, Participant Distribution
Elections, Special Tax Notices, Beneficiary Designations,
Salary Reduction Agreements, and many more. But don’t
worry; we’ll provide the forms and help with their
completion.
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We’ll keep your plan up to date with changing
IRS regulations.
The law requires
that your plan remain in compliance with IRS standards
to ensure equal and fair treatment for all employees.
Distribution regulations change. Contribution guidelines
vary. Special provisions are added. But don’t
worry; we’ll keep you informed and your plan up
to date.
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We’ll provide you with day-to-day answers and
assistance.
There’s
an endless array of employee questions about their retirement
plans. Plan participants need to know, in simple terms,
the answers to questions like these:
• Am I eligible?
• How much can
I contribute?
• Do I qualify
if I only work part time?
• How does this
vesting thing work?
• Can I make
withdrawals from the plan before my retirement?
• How much matching
funds will I get?
• How can I invest
my funds?
There’s a lot
more, but don’t worry. We’ll provide
all the answers you need.
Your concerns
are our only interest.
Walker & Associates
is an accounting firm – not an investment firm,
brokerage firm or insurance company. We don’t
sell securities, insurance, or earn commissions from
sales. Our sole interest lies in helping our
clients comply with IRS guidelines and realize
the maximum amount of benefit from their earnings and
their retirement plans. Click
here to learn more about Walker & Associates.
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