Do not let your clients get stuck in the past. Help them sail into the future with a customized retirement plan that fits their needs.
As an accountant or financial advisor, one of the things you have to consider for your client is a retirement plan and the impact a plan can have on cash-flow and tax savings. Not every client is the same, so off-the-shelf cookie-cutter plans should not be used in every situation. At Wells Thomas, LLC, our philosophy is to provide a straightforward approach to the development of a strategy that responds to the needs and objectives of your clients.
We begin with an in-depth assessment of your client's expectations. We then design, implement and administer each plan through a critical path and analysis supported by on-staff experts intended to meet the specific goals of each client. To achieve this we continually evaluate and update each plan to meet the changes in the economic, tax and legal environment.
We work side-by-side with you and your client in a team approach. In doing so, we will take as much, or as little of a lead role in the plan as you request. Among the services we can provide to your client:
- Consultations with your client at no charge
- Plan types: 401(k), Safe Harbor, Integrated Profit Sharing, Cross-Tested Profit Sharing, Defined Benefit, 403(b), Davis Bacon
- Side-by-side plan design comparisons
- Year-end contribution projections
- Annual employee educational meetings to review the plan and any changes
- Assistance with plan audits (DOL and IRS)
- Plan reviews
- Paperless workflow capabilities
We pride ourselves on being a resource for local CPAs and Investment Professionals on Retirement Plan Regulations and welcome calls with questions, even if it is not in regards to a client of ours. Feel free to call our office at 203-483-9998 and simply ask to speak to a plan administrator.