Retirement Plan Administration, Consulting & Corrections
A lot can go wrong when setting up, merging or operating a retirement plan. At Gilliam Bell Moser, we know the pitfalls — and how to avoid them.
Our retirement plan services team is a group of seasoned professionals dedicated to providing focused services for qualified retirement plans. Our skills and talents in the retirement plan administration and consulting arena draw clients from far and near.
Clients count on our attention to detail and thorough testing to keep them out of trouble and in compliance with IRS and Department of Labor regulations and requirements. New clients are frequently surprised at the number of compliance errors we find in their existing plans.
How do we stay ahead of the curve in this ever-changing specialty? We are committed to staff education and are deeply involved in the American Society of Pension Professionals & Actuaries (ASPPA), which provides ongoing training and technical skill development. On our team are three individuals who have earned the impressive ASPPA Qualified 401(k) Administrator (QKA) designation.
Clients appreciate our deep knowledge, thoroughness and flexibility. We work with many different investment platforms and are happy to collaborate with clients’ financial advisors and ERISA attorneys.
Our services include third-party administration, plan consulting and retirement plan corrections.
Gilliam Bell Moser has more that 65 years of combined expertise in the field of retirement plan services. Our staff provides exceptional service and the knowledge you need to succeed.
Thanks to our specialized education and training, our skills extend beyond the typical third-party administrator’s offering. We are always thinking ahead and sharing best practices.
Consulting services we provide include: RFP assistance, fee analysis, overall plan review, plan conversions, testing for controlled groups, plan document services, and plan design.
We are one of very few firms that specializes in complex IRS Voluntary Correction Program (VCP) submissions. We will use our expertise to identify and fix the problem.
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