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Pension & Benefits

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Pension Plan and Retirement Planning Services

  • Review and analysis of numerous pension plan options to best fit the needs and goals of a particular organization from both the employer and employee point of view. The number of employees, desired maximum contribution amount, nondiscrimination requirements, top-heavy requirements and vesting requirements are among the numerous considerations that we review in order to recommend a plan.
  • Assistance to Plan Administrators in ensuring plan compliance, including nondiscrimination testing, top-heavy testing and research & consultation with respect to tax law changes.
  • Assistance to our non-profit clients with respect to their Section 403(b) tax sheltered annuity plans in order to help ensure that 1) tax returns are filed in a timely manner, 2) contribution limits are not exceeded, and 3) the plan is not discriminatory.
  • Guidance with respect to establishing or converting to a Roth IRA, including estate tax planning considerations.

© 2016 Tait Weller, All Rights Reserved    Philadelphia, PA   215.979.8800    New York, NY   212.907.6496    Iselin, NJ   732.634.7940

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