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
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 [...]
The SECURE Act “Setting Every Community Up for Retirement Enhancement” was signed into law December 20, 2019, with most provisions effective for plan years beginning in 2020. Here are two [...]
On June 29th, the IRS issued Notice 2020-52 to grant mid-year Safe Harbor (SH) relief for employers during the COVID-19 pandemic. The Notice permits employers to suspend or reduce SH [...]