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Using Cash Balance Plans as a Tax and Investment Strategy
12/11/2013 7:30 AM
Katz, Sapper & Miller has developed an extensive expertise focused on employee benefit plans. Our professionals provide audit, plan design, document, compliance testing, administration, recordkeeping, reporting and consulting services designed to help you efficiently maintain and adhere to the DOL and IRS compliance and reporting requirements.
Katz, Sapper & Miller currently serves more than 500 plan sponsors. We have established trusted relationships with independent investment advisory firms, brokerages, banks, and trust companies that permit access to multi-family mutual fund investment platforms and solutions.
Our professionals have earned such professional designations as Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) and have years of experience providing services to a wide range of plans including:
Katz, Sapper & Miller has built its distinguished reputation by consistently providing its clients with proficient, timely and accurate services including:
We continually keep our clients abreast of regulatory changes or legislative proposals that might affect their employee benefit plans and provide recommendations and insight on ways to improve and enhance the administration, operation and design of their plans. We have a thorough understanding of plan administration and related compliance requirements and can assist in addressing and resolving plan administration or operational issues that may arise on a day-to-day basis.
Benefit from the peace of mind you will have from working with an experienced leader in the employee benefit plan industry. Contact us today.