• 9116 N. Kelley Ave. Oklahoma City, OK

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Qualified Retirement Plans

  • Defined Benefit Plans
  • Cash Balance Plans
  • Profit Sharing/401(k) Plans
  • Employee Stock Ownership Plans (ESOPs)
  • 403(b) Plans
  • 457(b) Government and Non-Profit Plans
  • Multiple Employer Plans

Consulting Services

  • Plan Design Alternatives
  • Plan Document Preparation
  • Assist Client in IRS Audit
  • Assist Client in DOL Investigation

Administrative Services

  • Discrimination Testing
  • Coverage Testing
  • Qualified Domestic Relations Orders (QDROs)
  • Government Forms (5500)
  • Loan Administration

Actuarial Services

  • Annual Actuarial valuations of liabilities and determination of contribution requirements for Defined Benefit pension plans.
  • Analysis of experience under the pension plans to determine the relationship between actual and anticipated results.

Fiduciary Guidance

  • Performance Analysis
  • Due Diligence Procedures
  • 408(b)(2) (Fee Disclosure)
  • Benchmarking