Pension Administration

A winning combination for you and your valued employees.

Planning for the future is not a luxury, but a necessity for both you as a business owner and your employees. The knowledgeable and skilled team at SB&F provides personalized analysis of every client’s individual situation resulting in the adoption and implementation of a plan that is appropriate for your company. No matter what industry, we analyze, design, install and administer cost-effective programs specific to company needs.

At Sanford, Baumeister & Frazier, we administer a variety of employee benefit and pension plans including:

  • 401K plans
  • Profit sharing plans
  • Employee stock ownership programs
  • Defined benefit plans

 

We also review existing employee benefit plans; create and disseminate plan documents and required disclosure forms; conduct group employee meetings and other communications; prepare required tax forms and are available to assist with Internal Revenue Service and Department of Labor audits.

The depth of our experience provides a winning combination for you and your valued employees!

Please contact Carla Petty  (CarladotPettyatsbf-cpadotcom)   to learn more about SB&F’s pension administration services.