News & Information

We Moved
We relocated over New Year weekend to:

20445 State Highway 249
Suite 400
Houston, TX 77070

2018 Plan Limits Released
The IRS has released 2018 Plan Limits.

401(k) Deferrals - $18,500
401(k) Catchup -  $6,000
Annual Additions - $55,000

Click here for a full description of all 2018 limits.

Hurricane Harvey Relief
The IRS has announced Loan and Distribution relief in response to Hurricane Harvey.

Please click here for details.

Important Dates for 12/31 Plans

March 15 - Deadline for refunding excess deferrals and match without excise tax

April 15 - 402(g) refunds to avoid 100% penalty

April 30 - Restated document signatures

August 1 - 5500 form filing

August 15 - Minimum defined benefit funding

October 17 - Form 5500 Filing Deadline with extension

Additional Information

Plan Administration Responsibilities

Our Role in ERISA SEction 3(16)

Client Service Commitment

Credentials and Professional Involvement

 

Highly qualified and experienced consultants - We are well respected for providing guidance and consulting to our clients regarding applications of ERISA law and regulations to specific situations.

Credentialed and experienced (over 25 year average) account executives - Our Account Executives are directly responsible to our clients and handle issues such as complex plan design and mergers/acquisitions in addition to meeting with clients and responding to a wide range of questions. We place communication skills on an equal par with technical knowledge.

Personal signed commitment - We sign a statement of our commitment to excellence in client service and accountability.

Client survey results - Over the years we have received very favorable responses to independent surveys which rate the quality of client service.

Quality control - Our review procedures give assurance of accuracy of reporting.

Team performance - We recognize the importance of operating as a team with the employer, financial advisor, investment provider / record keeper, auditor, company CPA, and attorney.

Technology strength - We have up to date computer equipment and systems, well organized and uniform structure of data bases, and daily off site back up.