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 [...]