Davie Kaplan provides a wide range of services to sponsors of pension, profit sharing, 401(k), 403(b), Employee Stock Ownership Plans, other qualified and nonqualified retirement plans and other employee benefit plans such as cafeteria plans. We can help you establish an effective retirement program and offer assistance in your selection of an investment platform and an investment custodial firm. We can provide orientation and training for your employees which generally increases plan participation.
Davie Kaplan can also provide all necessary plan administration services or refer you to another third party administrator if you prefer. We will complete plan documents and other filings required by the Department of Labor and prepare form 5500 for the Internal Revenue Service.
If you are happy with your qualified or nonqualified plans, click on the following link below to see how we can help you with our benefit plan audit services .
For more information, contact