We have the resources and expertise to help our clients manage the shifting retirement plan landscape. Whether you are considering starting a plan, want to make a change to your existing plan, or you are considering terminating your plan, we can explain and simplify each step of the process.

CONSULTING SERVICES:

  • Provide new plan document design assistance.
  • Provide new plan implementation assistance.
  • Perform existing plan review and provide recommendations.
  • Provide assistance with plan terminations, mergers or spinoffs (provided by EPCC and Robert Schmidt through Kean Miller, LLP)
  • Provide assistance with Department of Labor plan audits (provided by EPCC and Robert Schmidt through Kean Miller, LLP).
  • Provide assistance with Internal Revenue Service plan audits (provided by EPCC and Robert Schmidt through Kean Miller, LLP).
  • Provide assistance with approved EPCRS correction methods (provided by EPCC and Robert Schmidt through Kean Miller,LLP).
  • Prepare contribution analysis projections for defined contribution plans, defined benefit plans and cash balance plans.