Purk Associates PC

How Can We Help You?

People are our most valuable asset.

We get it.
It's all about you.

mployees are the foundation of every business. While you focus on training, feedback and solidifying your team, we cover and protect the "back of the house." You can trust us to address your employee benefit plan and to find the right fit for you and your staff. While you take care of your people, we watch out for you. We are committed to helping you retain, reward and motivate your talented and valuable employees. We understand that they are critical to your success.

ERISA Plans:

Attract and keep talented employees
Offer tax savings
Provide investment savings and education

Health and Welfare Benefit Plans:

Provide fringe benefits
Can be fully, partially or self-funded
Are insured

Types of Plans

Defined benefit pension plan
Defined contribution pension plan
Simplified employee pension plan
401(k)
Profit sharing plan
Stock bonus plan
Traditional and Roth IRA
Employee stock ownership plan ("ESOP")
Health and welfare benefit plans
Equity compensation plan 409(a)
Non-profit plan 403(b)

Retirement Plans:

Allow contributions on behalf of participants
Match deferrals
Auto enrollment
Allow employer contributions
Vesting schedule;
eligibility provisions
Offer pre-tax contributions
Safe Harbor Provisions
Have non-discrimination rules
Offer a variety of investment options
Fiduciary responsibilities, include:
- acting on behalf of participants and their beneficiaries
- providing benefits
- reasonable expenses of the plan
- due diligence
- following plan documents
- diversifying plan investments
- education and / or providing sufficient information for decision making
Provide bonding
Disclose plan informatino to participants
summary plan description
blackout period notice, if necessary
Form 1099Rz

Purk & Associates, P.C. 1034 S. Brentwood Blvd. Suite 2000 St. Louis, MO. 63117