We know how overwhelming designing and implementing a retirement plan can be and we work with Plan Sponsors to identify and meet their needs.
We understand the importance of compliance with IRS & DOL regulations – your plan’s tax-qualified status depends on it.
We have the in-house team to analyze your options, whether you are a professional looking to increase tax deductions, or a corporation with a struggling DB Plan.
We love to help our advisors and CPAs with technical questions. Whether it’s plan design, a controlled group issue, or a testing problem, we are happy to assist.
We are ready to help facilitate plan corrections. Few plans exist without some operational error along the way; most are insignificant and can be easily corrected. Others may be more complex and require formal correction.
Pollard does not act as a fiduciary but we do provide enhanced services to clients who want help with duties typically handled by the plan sponsor.
serviced with $2B in assets
to bring plan design & expert service to our mutual clients
with depth of experience & commitment
One of the requirements for maintaining a tax-qualified retirement plan is to update and restate plan document provisions for statutory and regulatory changes. All 401(k) and other Defined Contribution Plan documents [...]
Last March & April, we notified our Plan Sponsors that there could be an inadvertent consequence from the many layoffs & furloughs we saw happening. Under normal rules, if an [...]
On June 19th, the IRS issued Notice 2020-50, which provided expanded guidance for eligibility for Coronavirus-Related Distributions (CRDs) and the CARES Act participant loan rules. We have had many inquiries [...]
We are very happy with everything Pollard has helped us accomplish over the past few months as one of our reliable “trusted advisors” during our transition. We look forward to working with [Plan Administrator] and all the Pollard team as we grow.
You guys are awesome!!! Thanks again for doing such a great job for us.
It’s a total pleasure for me to work with everyone at Pollard & Associates, and I’m looking forward to more business with you in 2020.