Retirement Plan Services

Brown EdwardsAdvisory and ConsultingRetirement Plan Services

Retirement Plan Services

Our Retirement Plan Services Group provides a full range of retirement plan administration services, including plan design, document preparation, and annual administration in coordination with your own legal and financial advisors. Whether you are thinking about starting a new retirement plan or want to optimize your existing plan, our open architecture platform combined with extensive plan design, fiduciary insights and regulatory expertise can alleviate much of the administrative burden and cost while maximizing allowable contributions. 

Retirement Plan Services

Design

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

Documentation

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

Annual Compliance/Review

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

Administration/ Compliance

  • Eligibility/Participation/Vesting of Participants
  • Contribution calculations
  • Nondiscrimination and other testing (including cross tested/new comparability methods)
  • Allocation of earnings
  • Benefit distributions and tax withholding requirements, lost participants
  • Governmental filings – Forms 5500/ 1099-R
  • Participant disclosures
  • Surety bond compliance
  • Participant loans and hardship distributions
  • Beneficiary designations

Talk with Brown Edwards about our Retirement Plan ServicesContact Our Team

  • Dan Bowman, CPA
    Dan Bowman, CPA
    Partner
Dan Bowman, CPA
Partner
(540) 434-6736
dbowman@becpas.com
1909 Financial Drive • Harrisonburg, VA, 22801

Dan is a partner with the firm and has more than 22 years of experience in tax and advisory services. Dan focuses his practice on employee benefit plan design, administration, and consulting. He also assists numerous client with their tax planning and compliance.

Dan graduated from Eastern Mennonite University with a Bachelor of Science Degree in Business Administration and a Bachelor of Arts Degree in Accounting.

Dan is a member of the American Institute of Certified Public Accounts, and the Virginia Society of Certified Public Accountants. He currently serves on the Board of Directors for The Mosby Foundation (a local non-profit organization that assist in the care of sick, neglected, or injured dogs). He also previously served as a member of the Board of Directors for Dupont Community Credit Union and the Harrisonburg-Rockingham Rotary Club.

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