Preferred Pension Planning

CONSULTING SERVICES

We are happy to consult with you on any issues that arise with respect to your qualified retirement plan. Some of the consulting services we provide include:

  • Study of the impact on benefits and contributions of changes
    to the Plan design.

  • Preparation of an amendment to or restatement of the
    Plan and Trust documents.

  • Preparation of a resolution adopting a company' s action
    with respect to the plan.

  • Plan mergers and spinoffs.

  • Plan terminations.

  • Assist with IRS and DOL audits.

  • Conduct of special plan or participant benefit
    studies or projections.

  • Preparation of reports for compliance with FASB pension
    rules for company financial statements.