Squyres, Johnson, Squyres has over 70 years of qualified retirement planning experience.
The following full lines of third-party services are offered:
- Prepare and update plan administrative forms
- Reconcile plan assets
- Allocate contributions, plan earnings, distributions and investment transfers
- Perform compliance testing
- Prepare annual IRS forms and summary annual reports
- Prepare annual accounting reports
- Prepare participant statements
- Conduct employee communication meetings
- Respond and answer questions
- Research technical issues
- Squyres, Johnson, Squyres © 2010 Site by: Joyle Ink