Protecting Business Clients through ERISA and Employee Benefits Services
Your employees are your most important assets. Providing qualified retirement plans demonstrates your long term commitment to your employees, thus making them more invested in your business and increasing overall productivity. Providing such benefits comes with additional administrative and regulatory requirements that can be easily navigated with help of qualified professionals. At Swartz Retson, we’ve been assisting with the administration and reporting requirements of employee benefit plans for over 20 years.
We offer a wide array of services to your business including:
- Audited financial statements to meet regulatory requirements
- Retirement plan third party administration
- Preparation of and transmittal assistance for Form 5500
- Non-discrimination and coverage testing
- Assistance with distributions, participant loans and hardship withdrawals
- Assistance with plan design
