Retirement Plans
There is no better way
for a company to accumulate a substantial nest egg for it's loyal employees -
and the working owner- than to establish a tax-favored retirement plan. A
qualified retirement plan is one of the best tax shelters available. At Simpkins
& Associates, we understand no one plan is correct for all companies. So we
design, implement and administer a wide array of qualified retirement plans.
Benefit Plans
S&A designs, implements and administers a wide array of cafeteria or 125 plan designs.
S&A performs virtually all flex-related enrollment, communication, administration, testing
and reporting while achieving high levels of participant satisfaction and enhanced participation.
The range of flexible benefit plan alternatives that S&A administers is extensive, including
premium only and flexible reimbursement plans.
Other Services
In conjunction with Simpkins & Associates' service partners and your investment professional, we are able to
offer complete turnkey services.
This includes enhanced services such as:
Daily transaction process
Personal financial planning tools
Enrollment materials in English and Spanish
Trustee and custodial services
Passive Trustee Services
316, 321, 338 Fiduciary Services
Wide array of investment options
Multiple fund families
Quarterly participant statements