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Retirement Plan Consulting

Retirement Plan Consulting

Our consultants can ensure that your retirement plan complements your entire EB package.

Roger Prince

BerryDunn specialists bring you practical expertise so your retirement plan adds value to your organization, meets regulatory requirements, and engages your employees.

For two decades, BerryDunn retirement plan specialists have helped business clients get the most from their qualified retirement plans. We can help you gain confidence with your plan design and plan operations to ensure that everything integrates smoothly to create a plan that’s a good fit for your organization’s culture and objectives.

Clients tell us our ability to customize plans and focus on hands-on education related to the various plan operations nuances makes a big difference for them. Our ability to optimize plan design for pre-tax contributions and tax-deferred growth distinguishes BerryDunn from others.

Make sure your plan is creating value for your organization.

Retirement plans today are vastly more complicated than even five years ago, making it difficult for companies to select, design, manage, and operate these complex programs. Our retirement plan consultants provide customized plans that present the best fit for each organization, including defined- contribution 401(k) and 403(b) plans, SIMPLE plans and Simplified Employee Pension (SEP) plans. We give you options for executive compensation and profit-sharing plans as well. We help you work through the alternatives and design a plan structure that will meet and balance your goals, while ensuring compliance with the myriad, and seemingly ever-changing, tax rules that govern retirement plans.

Avoid penalties by preventing and correcting plan errors.

Our retirement plan specialists have a thorough understanding of the Internal Revenue Service (IRS) and Department of Labor (DOL) correction programs. The IRS and DOL have recently expanded and updated their correction programs, and our advisors know these programs inside out. We provide the expertise to help an organization design a plan that meets its many needs, while avoiding design elements that could lead to unwanted operational errors. We also have the experience to help an employer identify and correct plan errors when such arise, and navigate through the various correction alternatives.

We keep you abreast of new rules, regulations and contribution limits and present you with opportunities for change.

We provide guidance on “controlled group and affiliated service group” rules and compliance, perform fact analyses of specialized companies, and prepare Forms 5500. Our team also offers complete employee benefit plan audits.

Looking for more information about how we can help? Contact our retirement plan consulting practice leader, Roger Prince.

Retirement Plan Fee Disclosure Rules

BerryDunn's Retirement Benefit consultants, Bill Enck and Roger Prince, cut through the confusion of the new Retirement Plan Fee Disclosure rules and deadlines.