Serving North Carolina's Piedmont Triad and Beyond

The What

The Retirement Team helps Employers

Start a new plan:

  • Based on the Employer’s objectives, we prepare plan design options for the Employer’s approval.
  • We draft Plan documents for review by the Employer and the Employer’s counsel.

Improve existing retirement programs:

  • As the Employer’s objectives evolve, we help develop compatible plan modifications, employee communications, and annual fiduciary reviews.
  • The Retirement Team experienced, qualified professionals provide a full range of operational and technical compliance services for both Defined Contribution and Defined Benefit plans.

Close down a plan at the end of the plan’s useful lifetime:

  • Plan termination using IRS and PBGC procedures ensures that contributions and benefits retain tax-favored status.