Retirement Plan Administration

With tax rates increasing and tax deductions disappearing, retirement plans offer one of the last true tax shelters available. In addition, deductible IRA contributions are severely limited and probably will not fully meet your retirement funding needs. Employer-sponsored retirement plans offer you and your employees a vehicle for saving for retirement in a tax-advantaged environment.

More Investment Choices

When using a third-party administrator, such as Riney Hancock CPAs, you are free to choose your investment provider without limitation by the plan document or availability of administrative services. If you choose to self-trustee your plan, you may also invest with a variety of companies. We work with banks, brokers, mutual fund companies, insurance companies, etc., allowing you to select the investments that best meet your needs. Riney Hancock CPAs can also ease your workload by taking care of compliance issues.

Expertise with Personal Attention

Riney Hancock CPAs offers retirement plan services locally with a Certified Retirement Counselor on staff. We are available for face-to-face meetings, unlike out-of-town administrators. Also, as CPAs with a Certified Financial Planner on staff, we are trained to provide tax and personal financial planning advice considering more than just your retirement plan.

Numerous Plan Options

Riney Hancock CPAs offers a wide range of retirement plan services, including the design, installation, and administration of plans. We administer plans that include the following:

  • Simplified Employee Pensions
  • Money Purchase Pension Plans
  • Self-Employed Retirement Plans
  • Profit Sharing Plans
  • 401(k) Cash or Deferred Plans
  • Simple IRA Plans
  • Roth 401(k) Plans

To learn more about the retirement services we provide and the type of plans we work with, contact us to speak to one of our plan specialists.

Riney Hancock CPAs is a member of the AICPA Employee Benefit Plan Audit Quality Center.