Innovative Pension Strategy & Design
At Innovative Pension Strategy & Design we have built our reputation on unique design techniques, detailed implementation and superior ongoing plan service. Our primary functions for your plan will include design consultation, all required documentation, implementation assistance, ongoing written compliance, assistance with ongoing operational compliance, annual notifications to employees, annual IRS, DOL and PBGC reporting requirements and assistance with all participant issues.
“We have been very happy with Innovative Pension Strategy & Design. They helped us come up with a 401(k) & Profit Sharing Plan that works well for our company. They stay on top of the laws regarding this plan and keep us in compliance. They are responsive to our questions and always willing to help out.” -Julie, RJC ARCHITECTS, INC.