One of the most important benefits employees value today is a retirement plan. There are many choices for a small business to consider as well as many choices of administrators for your plan.
Our services include everything from initial plan design to annual administration and employee informational sessions:
Retirement Administrative Services
- Tax planning and consultation
- Plan Design
- Education meetings with employees
- Collection and review of employee and trust fund data
- Calculation of employer contribution deduction limits
- Earnings allocations
- Allocation of forfeitures
- Preparation of employee benefit statements
- Preparation of annual government Form 5500 and attachments as applicable
- Preparation of Form 1099-R and Form 945
Our Retirement Team at CMJ, LLP will take time to review what your objectives are and which plan is right for you. We can assist in a plan design that maximizes the employee benefit but also works within your budget.
Our hands on approach to working with the employer can be tailored to suit your needs. Want us to hold annual employee educational and enrollment meetings? We’ll be there according to your schedule. Want us to be in the background and teach your Human Resources person how to keep your participants informed? We can do that.
We can also help you transition an existing plan from your current administrator to CMJ, LLP. We’ll be there every step of the way for you and your employees to make the change as smooth as possible.
CMJ, LLP is a local, trusted, professional accounting firm with a customer service focused Retirement Team ready to serve your needs. We are only a phone call away or a short drive. You will be provided with professionals dedicated to your account and we will not outsource your administrative services. No call centers and no “department” will handle your questions or issues.
