Qualified Retirement Plans

At Carlson Quinn, we have been helping our clients set up new plans or modify existing ones to meet their changing business needs, working with various types of qualified retirement programs – 401(k) plans, 403(b) plans, 457 plans, profit-sharing plans, money purchase pension plans, ESOPs, pension plans, and cash balance plans.

We Can

  • Review your objectives and recommend plan designs

  • Assess the costs of alternative plan designs

  • Implement new retirement programs

  • Bring to your attention trends in retirement programs or changes in benefits laws

  • Provide strategic consulting on how development in benefits laws or trends will impact your plans

  • Prepare plan documents and summary plan descriptions

  • Submit your plan to the IRS for a letter of determination

  • Prepare plan amendments and restatements

  • Assist with employee communications

  • Conduct employee meetings and workshops

  • Perform administrative services – reconcile trust assets, prepare annual government filings, assist in plan audits, process distributions and loans

  • Develop administrative forms and processes

  • Perform recordkeeping – daily, monthly, quarterly, or annual valuation

  • Perform actuarial valuations

  • Provide FAS 87 and FAS 106 financial statement disclosures

  • Prepare benefit calculations and benefit statements

  • Perform nondiscrimination testing

  • Assist with IRS or DOL audits

  • Help conduct vendor searches

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