Advisory and Consulting
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.
Why Choose Brown Edwards
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
- Preparation of Form 5500 (ERISA)
DOL Enforcement Activity Expected to Increase in 2023 In 2022, the Employee Benefits Security Administration (EBSA) saw a significant decrease in enforcement actions for the second consecutive year. In total, the EBSA recovered $1.4 billion for plans, participants, and beneficiariesread more
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Ready to Optimize Your Company’s Retirement Plan?
Get the most benefit from the plan that’s designed and managed for your company.