Retirement Plan Design | Administration | Compliance Support
What we offer CPAs and their clients:
We help your clients take full advantage of the tax benefits of sponsoring a retirement plan—whether it’s a startup 401(k) for a growing business or a Cross-Tested Profit Sharing Plan for high-income professionals. Our consultation ensures the plan design aligns with your client’s tax goals and business objectives.
We manage eligibility tracking, contribution limits, nondiscrimination testing, and government filings such as Form 5500. You can rest easy knowing your client’s plan is compliant—and that we’re proactively watching for regulatory changes.
We collaborate with CPAs and auditors to provide necessary documents, reconciliations, and compliance details for retirement plan audits. If you perform audits for your clients, we’re your responsive partner—organized, communicative, and thorough.
We boost your credibility and value through our retirement plan expertise and top-notch service. We value the trust you and your clients put into our services.
We help your clients take full advantage of the tax benefits of sponsoring a retirement plan—whether it’s a startup 401(k) for a growing business or a Cross-Tested Profit Sharing Plan for high-income professionals. Our consultation ensures the plan design aligns with your client’s tax goals and business objectives.
We manage eligibility tracking, contribution limits, nondiscrimination testing, and government filings such as Form 5500. You can rest easy knowing your client’s plan is compliant—and that we’re proactively watching for regulatory changes.
We collaborate with CPAs and auditors to provide necessary documents, reconciliations, and compliance details for retirement plan audits. If you perform audits for your clients, we’re your responsive partner—organized, communicative, and thorough.
We boost your credibility and value through our retirement plan expertise and top-notch service. We value the trust you and your clients put into our services.
The SECURE and SECURE 2.0 Acts have made it easier than ever to sell retirement plans.
Business owners can now receive up to $16,500+ in tax credits just for starting a plan—and that’s before making a single employer contribution.
Startup Plan Tax Credit
Eligible businesses with 100 or fewer employees can claim a tax credit to offset the cost of setting up and administering a new 401(k), 403(b), or other defined contribution plan.
Automatic Enrollment Tax Credit
New plans that include automatic enrollment can claim and additional $500 tax credit each year for up to 3 years.
Employer Contribution Tax Credit
Businesses with 50 or fewer employees may qualify for another tax credit for making employer contributions (such as matching or profit sharing) to the new plan.
We are your partners!
We can help you use these incentives to deepen relationships, add value, and grow your personal accounting business!
Let’s partner together to help your clients build a tax-smart plan that maximizes their contributions, and attracts and retains employees!
Our offices will be closed December 24-26 and January 1.
We wish you and yours a warm and safe holiday season, Benefits² Administrators
