Specialties: Pension Consultant/TPA & Actuarial Services - Other
Cathy Green ERPA, CPC - CMC Pension Professionals
401(k)/403(b) and retirement plan design/administration firm, including actuarial valuations. Plan designs customized to client goals—tax-motivated or employee benefit driven. Full compliance testing and consulting. Professional witness and divorce valuations.
Work with advisors (CPA, Invesment Advisor and Attorneys) to establish and maintain qualifed retirement plans.
Design, documents & compliance of qualifed retirement plans. Also consulting, IRS audits of plans and third party actuarial for other TPA firms.
Two basic types. The first is the employer looking for tax deferral and is willing to give benefits to meet their goals. The second is employee benefit motivated employer to promote employee retention.
Any business that is looking to establish and maintain a qualifed plan. Typically small closely held businesses to the moderate size firms.
