Services

Plan Design & Implementation

We know how overwhelming designing and implementing a retirement plan can be and we work with Plan Sponsors to identify their needs in the State of Maryland.

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401(k) Compliance & Administration

At Pollard, we understand the importance of compliance with IRS & DOL regulations – your plan’s tax-qualified status depends on it.

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Defined Benefit & Cash Balance Actuarial Services

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.

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Technical Consulting

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.

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Plan Corrections

Few plans exist without some operational error along the way; most are insignificant & can be easily corrected. Others may be more complex & require formal correction.

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3(16) Light: Notice Distribution & Signing Authority

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.

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