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What Is Your Plan

401(k)

The most common type of retirement plan in the US today.
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403(b)

Defined contribution plans for tax-exempt organizations.
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Defined benefit

With benefits based on a formula, these include traditional pension plans.
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ESOP

Innovative vehicles for holding employer stock in a qualified plan.
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  • “EFFICIENT, RELIABLE and PROFESSIONAL”

    ,

  • “UNDERSTAND the 401(k) AUDIT PROCESS”

    ,

  • “EXCEPTIONAL SERVICE”

    ,

  • “KNOWLEDGEABLE and EXTREMELY EASY TO WORK WITH”

    ,

  • “REASONABLE PRICES”

    ,

  • “RESPONSIVE and KNOWLEDGEABLE”

    ,

  • “They make the usually dreadful audit process a much more pleasurable experience”

    ,

  • “AN AUDITING FIRM THAT ISN’T RUN-OF-THE-MILL”

    ,

  • “RECOMMENDED TO ALL PLAN ADMINISTRATORS AND BUSINESS OWNERS”

    ,

  • “Brought in a lot of value with their efficiency and high level of service”

    ,

  • “WE CONSISTENTLY RECEIVE QUALITY, EFFICIENCY, and PERSONAL SERVICE”

    ,

  • “THEY THOROUGHLY UNDERSTAND OUR RETIREMENT PLAN”

    ,

  • “A COLLABORATIVE AND EFFORTLESS AUDIT PROCESS, YEAR AFTER YEAR”.

    ,

  • “A STREAMLINED PROCESS EVERY TIME”

    ,

View All

Catch Up

News & Notes

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people_1_v1

by Pension Assurance

Hurricane Harvey Relief for Affected Plans

News

The IRS has been permitted to postpone various deadlines

5C5A6857_v1

by Pension Assurance

Buyers Beware – DOL Releases Audit Quality Study

News

Firms that perform more plan audits annually have fewer deficient audits

5C5A6849_v1

by Pension Assurance

Supreme Court Ruling on 401(k) Fees

News

Unanimous Decision Highlights Fiduciary Responsibility of Plan Administrators

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