Retirement Plans

Retirement plans are tremendous responsibility for business owners.  Working with trustworthy, experience professionals is essential when planning for you and your employees’ future.

At BWTP P.C., we will design and administer a cost effective plan for your company to meet the unique retirement needs of you and your employees.

Our professionals can educate your employees about the plan ultimately reducing the administrative burden for you and your staff.  Our well-trained professionals also ensure your plan remains compliant with changing government regulations, meets testing requirements and fulfills reporting deadlines.

   

  • Plan design and implementation
  • Plan document preparation
  • Plan administration
  • Plan amendments
  • Distributions
  • Loans
  • Employee education and enrollment meetings
  • Annual notices and employee communication
  • Filing of Form 5500
  • Preparation of Summary Annual Report
  • IRS representation for audits or notices
  • 401 (k) plan audits