Retirement Plan Administration

A Retirement Plan Advisor for your Business

Brown Edwards can help you streamline design and administration of a retirement plan that meets the unique needs of your company. Whether your company’s retirement plan has one participant or thousands of participants, you need plan design and administration support that’s tailored to your objectives. For many years, our retirement plan consultants have been assisting organizations of various sizes and in various industries with specialized employee benefit plan services.

If your company doesn’t currently offer a plan, or if it offers a Simplified Employee Pension (SEP) or a SIMPLE Plan, a review of plan options can help your company provide the best plan for your business which will allow you to retain employees and hire top talent in a competitive market. If you currently offer a plan to your employees, it is the best practice to review your plan options every few years to ensure your plan is optimized and remains compliant.

Employee
Retention

Recruitment
of Top Talent

Tax
Benefits

Retirement
Planning

Why Choose Brown Edwards

Our Experience

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Years of Combined Experience
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Plans Administered Annually
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Million in Funds Managed Annually
Inside Public Accounting Top 100 Firms
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Dan and his team have been a great partner over the years. Their confidence and level of expertise has made it easy for us as a small business to manage our retirement plan. It’s been a pleasure to work with them.
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Shannon Connors
Chief Operating Officer, NWG SOLUTIONS

Services We Provide

Every organization is unique and, as such, requires a tailored approach, and no matter how simple or complex your plan may be, we have the expertise to design and manage it. With regulatory guidelines in mind, we let you know what’s possible and help you choose the best plan design to meet your needs. Our team has extensive experience managing all types of plans, including:

  • 401(k) Plans (traditional or safe harbor)
  • 403(b) and 457(b) Plans
  • Cash Balance and Defined Benefit Plans
  • Profit-Sharing Plans (including cross testing formula or age-based formula)
  • Health and Welfare Benefit Plans
  • Money Purchase Pension Plans
  • Simplified Employee Pension (SEP) and SIMPLE Plans
  • ESOPs
  • Preparation of Form 5500 (ERISA)
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Design

Design

  • Defined Contribution and Defined Benefit Plans
  • Cross-Tested/New Comparability Plans
  • ESOPs
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Documentation

Documentation

  • Plan and Trust Documents
  • Summary Plan Descriptions
  • Plan Administration Packets
  • Funding and Investment Policies
  • Annual Notices
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Administration/ Compliance

Administration/ Compliance

  • Eligibility/Participation/Vesting of Participants
  • Beneficiary Designation, Contribution calculations, loans and hardship distributions
  • Nondiscrimination and other testing
  • Allocation of earnings and Disclosure creation
  • Benefit distributions and tax withholding requirements, lost participants
  • Governmental filings and Surety bond compliance
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Annual Compliance/Review

Annual Compliance/Review

  • Review plan status with your Investment Advisor, CPA and Attorney
  • Controlled Group Issues
  • Legislative and Regulatory Developments
  • Prohibited Transaction Reviews

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  • Performance Improvement
  • Regulatory Changes

Contact Our Retirement Plan Practice Leader

Partner, Practice Leader

Daniel L. Bowman, CPA

Dan is the partner in charge of the firm's employee benefit plan administration services which consists of  employee benefit plan design, administration, and consulting. Dan has more than 25 years of experience in tax and advisory services.

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Contact

Our Retirement Plan Services Team

Meet the Team

Leslie F Roberts, CPA

Partner

Leslie F Roberts, CPA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

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