Copyright 2012: Pension Planners, LLC. Pension Planners. All rights reserved.
4168 Douglas Blvd., Ste. 300 Granite Bay, CA 95746 916-791-9095
About Us
Since 1988, Michael S. Hawes has assisted clients in implementing thousands of Qualified Retirement Plans and Individual Pension Plans. Michael is an experienced seminar speaker for various organizations and emphasizes that retirement plans are not only the best tax shelters available, but also allows employers to attract and retain employees which eliminates turnover and saves the employer money. At Pension Planners LLC, our clients are our number 1 priority. We strive to exceed our clients expectations and are always available to answer questions.
Pension Planners LLC offer a variety of services. Feel free to contact us if you would like to discuss in further detail how we can help you attain your financial goals and maximize your investments.
SERVICES WE OFFER:
RETIREMENT PLANNING
- Qualified Retirement Plans
- 401(k)
- Defined Benefit
- Profit Sharing
- Money Purchase
- Employee Stock Ownership (ESOP)
PLAN ADMINISTRATION
- Collection of census information and determination of eligibility
- Annual calculation of employer contributions
- Annual Top Heavy Testing
- Trust fund accounting
- Preparation and delivery of Annual Report to the employer
- Discrimination testing under IRS Code 401(a)(26) and 410(b)
- Allocation of gains/losses to participant accounts
- Preparation of employee certificates
- Preparation of the Summary Annual Report
- Preparation of the IRS Form Series 5500 and all related Schedules
- Calculation of benefits, preparation of Particiapnt Election Forms and 1099-R Forms for employees separated from the employer's service.
- Assistance with employer/employee meeting
- Consultation relative to on-going administration of the plan
PLAN DESIGN
- Plan design consulting and employee survey
- Preparation of Plan and Trust documents
- Preparation of sample Board Resolution for plan adoption
- Preparation of forms necessary for filing the plan with the IRS for a favorable Letter of Determination.
- Filing of the plan with the IRS requesting a favorable letter of Determination
- Preparation of Enrollment and Beneficiary Designation Forms and the Investment
- Direction and Change Forms, if necessary
- Assistance with initial employee meeting about plan features and enrollment
Pension Planners, LLC
2250 Douglas Blvd Suite 160
Roseville, CA 95661
Phone: 866-485-7929
4381 W. Flamingo Rd #38307
Las Vegas, NV 89103
