We know how overwhelming designing and implementing a retirement plan can be and we work with Plan Sponsors to identify and meet their needs.
At Pollard, 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.
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.
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.