BUILDING TOMORROWS, TOGETHER

We have experience with all the available retirement plan types and will work with you to determine the best plan to offer your employees, based on your needs. The different types of retirement plans include:

  • Multi-employer defined benefit plans
  • Multi-employer defined contribution and profit sharing plans
  • Collectively bargained plans
  • Simplified Employee Plans (SEP)
  • SIMPLE Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Not-for-Profit Plans 401(b)(3)

Services provided include:

  • Audits (Full Scope and Limited Scope) as Required by ERISA 103(a)(3)(A) and 29CFR 2520.103-1(b)
  • Preparation of Annual Report Form 5500
  • Employer payroll audits
  • Cost allocation studies for shared expenses
  • Discrimination testing
  • Plan Administration Services
  • Choice of Plan analysis
  • IRS audit support
  • Consultation regarding Plan terminations, Plan mergers and other topics

Our team is dedicated to helping you offer retirement benefit plans that will help recruit, retain and reward the best talent to grow your business.

Contact Purk & Associates at 314.884.4000 to learn how we can partner together to help you achieve more by taking care of your most important business asset – your employees and plan participants.

SERVICES PROVIDED FOR RETIREMENT PLANS

ASSURANCE SERVICES
  • Audits
  • ERISA
  • Union
  • Multi-Employer
  • Payroll and Compliance Audits
  • 11-K
  • PCAOB
TAX COMPLIANCE – FORM 5500
  • Preparation
  • Consulting
  • Planning
ADVISORY
  • Plan Design
  • Non-Qualified Plans
  • Retirement
  • Health & Welfare

FIND OUT IF YOU’RE
AN IDEAL CLIENT

We have to be the right fit for you
and you have to be the right fit for us.