Copyright 2012: Pension Planners, LLC. Pension Planners. All rights reserved.
4168 Douglas Blvd., Ste. 300 Granite Bay, CA 95746 916-791-9095
Since 1988, Michael S. Hawes has assisted clients in implementing thousands of Qualified Retirement Plans and Individual Pension Plans. Michael is an experienced seminar speaker for various organizations and emphasizes that retirement plans are not only the best tax shelters available, but also allows employers to attract and retain employees which eliminates turnover and saves the employer money. At Pension Planners LLC, our clients are our number 1 priority. We strive to exceed our clients expectations and are always available to answer questions.
Pension Planners LLC offer a variety of services. Feel free to contact us if you would like to discuss in further detail how we can help you attain your financial goals and maximize your investments.
SERVICES WE OFFER:
Qualified Retirement Plans
Employee Stock Ownership (ESOP)
Collection of census information and determination of eligibility
Annual calculation of employer contributions
Annual Top Heavy Testing
Trust fund accounting
Preparation and delivery of Annual Report to the employer
Discrimination testing under IRS Code 401(a)(26) and 410(b)
Allocation of gains/losses to participant accounts
Preparation of employee certificates
Preparation of the Summary Annual Report
Preparation of the IRS Form Series 5500 and all related Schedules
Calculation of benefits, preparation of Particiapnt Election Forms and 1099-R Forms for employees separated from the employer's service.
Assistance with employer/employee meeting
Consultation relative to on-going administration of the plan
Plan design consulting and employee survey
Preparation of Plan and Trust documents
Preparation of sample Board Resolution for plan adoption
Preparation of forms necessary for filing the plan with the IRS for a favorable Letter of Determination.
Filing of the plan with the IRS requesting a favorable letter of Determination
Preparation of Enrollment and Beneficiary Designation Forms and the Investment
Direction and Change Forms, if necessary
Assistance with initial employee meeting about plan features and enrollment