Employee Benefits Group

Employee Benefit Topics

Our Employee Benefits group provides you with assistance in designing, implementing and maintaining various benefit programs available to you. We can also help you to administer your Section 125 cafeteria plan or assist you in locating a third party administrator.

Here are a few topics that can be addressed:
    IRAs
    401(k) plans
    SEP plans
    SIMPLE plans
    Vesting and funding requirements
    General and minimum distribution requirements
    Tax deduction and top-heavy rules
    Taxation of distributions
    Life insurance and death benefits
    Filing of 5500 forms
    Employee stock ownership plans
    Rollovers
    Tax-sheltered annuities

Our employee benefit planning links will give you sites to where compliance information is available.

Call Karen Meldahl CFP at 847-367-4448