Business Succession Planning
The continued vitality of your business depends upon properly establishing procedures for the seamless transition of ownership and responsibility from one owner to the next. We guide business owners and thier families in laying the foundations for future growth and long term success.
Call us TODAY!
Chris Myer, CPA
Gary Wood, CPABen Zachary, CPAMary Wood
Retirement Plan Administration
- Assistance with management of current retirement plan
- New plan research and set-up
- Plan conversion
- Participant correspondence
- Legal filings
Businesses who administer their own plan are required by ERISA (Employee Retirement Income Security Act) standards to provide participants information annually or more regularly. This includes allocation of contributions, earnings and distributions, as well as determining if the plan is in compliance with the plan documents. Administrators must also complete annual filings to keep the plan in operation and compliance. Elliott, Robinson & Company, LLP can assist you with all aspects of your company's retirement plan.
Matt Solidum, CPA
Elliott, Robinson & Company: Where Clients Come First