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 provides enhanced services to clients who want help with duties typically handled by the plan sponsor