Retirement Plan Consulting & Administration

Employees are at the heart of your business. Ensure that the retirement plan you offer your employees provides for their future by engaging the Retirement Plan Consulting and Administration (RPCA) services team at Fox/Everett, Inc.

The dedicated, responsive team of professionals at Fox/Everett provides companies—both large and small—with exceptional Retirement Plan Consulting and Administration services. We strategically develop every plan to meet the individual needs of our clients, using our in-depth knowledge of current laws and compliance standards. As a result, your employees receive retirement savings that fit their needs, and your company receives the benefits of a sound investment for its future.

Services

In addition to the typical plan administration and government form preparation services, we are able to provide additional consultation services to fit your needs, such as: Customized plan design and consultation with tax advisors 

  • Plan Trust Accounting for unique investment options 
  • Contribution calculations for tax planning 
  • Illustrations for contributions and required testing 
  • Liaison with plan auditors 
  • Coordinate and represent you through Internal Revenue Service and Department of Labor reviews or investigations
  • Assist and consult with Human Resource personnel

The Right Plan—By Design

We do not believe in a one-size-fits-all retirement plan. Thinking beyond traditional elements, we develop a plan that fits the needs of you and your employees.

When developing a plan, our professionals start by identifying the management goals of your business. We then assist you in determining which options fit the needs of your employees and the company. From there, we give special consideration on how best to retain and reward exceptional employees. Finally, we assess how to strategically optimize your tax deductions through benefit offerings.

At Fox/Everett, not only do we craft customized plans for our clients, we build lasting relationships. From this relationship, you have the confidence in knowing that we will be there to inform you of any regulatory compliance changes affecting your plan, as well as to assist with internal business changes that could change your goals. 

Our Difference

We choose to answer to a higher standard than expected. At Fox/Everett our professionals provide valuable Retirement Plan Consulting and Administration services that can improve your retirement offerings and your potential tax savings, all while helping you retain the best employees.  Our team is comprised of career retirement plan administration professionals who through our multiple locations can provide a local service to meet your personal needs.

We have an in-depth knowledge of the industry and the laws and regulations governing retirement plan administration. In fact, many of our team members have over 20 years of experience in this specialty area.  Several of our team members are Certified Public Accountants (CPA’s) as well as holding other specialized designations for this industry. 

When you work with Fox/Everett, you work with a dedicated team that is passionate about the well-being of your employees and your business. By being independent and objective, our team is focused on developing a customized retirement plan that fits your business and is there with you every step of the way.  We hold ourselves to a high level of accountability to you and ourselves through our years of developing internal controls and review processes.

Take advantage of the knowledge and experience of our dedicated and passionate team!