Hall and Company

Pension Services

Hall & Company CPA's Pension Services

Effectively designed retirement plans play a significant role in a business owner's personal financial plan, as well as helping to attract and retain top performing employees. And, well-designed plans also provide a broad range of tax benefits.

We will guide you to the appropriate plan for you and your employees and understand your business is unique. And, we’re committed to providing a wide array of options to suit your business needs, goals, and your budget. Our experienced team of professionals design, implement and administer the following types of qualified retirement plans and we offer a full suite of pension plan services.

At Hall & Company CPAs, our team of pension plan experts have extensive experience in pension plan administration, compliance, recordkeeping and government filings.

  • 401(k) Plans
  • Customized Allocation Profit Sharing Plans
  • Traditional Defined Benefit Pension Plans
  • Cash Balance Pension Plans
  • “Combination” Pension/Profit Sharing/401(k) Plans
  • Pension Plan Services - Review & Consulting
    • Existing Plan Checkup and Overhaul
    • Annual Required Compliances Testing and Reports
    • Annual Required form 5500 and Related Schedules