SB&F Service Info Center

Employee Benefit Consulting and Plan Administration

 

A plan to save for the future is one of the most complex benefits a business can offer its employees. Many issues should be considered when a plan is designed such as the tax effects for participants, plan costs and the competitiveness of the plan in your local market. Existing plans should be periodically reviewed to ensure the effects of the plan continue to reflect suitable goals and to ensure the plan complies with the latest regulations.

The professional consultants at SB&F are available to guide you through the intricate process of identifying, designing, implementing and administering a plan or a group of plans most appropriate for your business and your employees. Our comprehensive service also includes providing plan documents, providing reporting and disclosure forms, group employee meetings, compliance review and assistance with IRS/DOL matters.