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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”

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  • “UNDERSTAND the 401(k) AUDIT PROCESS”

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  • “EXCEPTIONAL SERVICE”

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  • “KNOWLEDGEABLE and EXTREMELY EASY TO WORK WITH”

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  • “REASONABLE PRICES”

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  • “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”

    ,

Catch Up

News & Notes

. . .

by Pension Assurance

Eric Kuo Named Partner

News

January 1, 2018 Pension Assurance LLP is delighted to announce that Eric Kuo has

by Pension Assurance

Hurricane Harvey Relief for Affected Plans

News

The IRS has been permitted to postpone various deadlines

by Pension Assurance

Buyers Beware – DOL Releases Audit Quality Study

News

Firms that perform more plan audits annually have fewer deficient audits

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