Employees are at the heart of your business. Ensure that the retirement plan you offer your employees provides for their futures 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.

Some of the plans we administer include:

Traditional Profit Sharing and 401(k) Plans (with or     without ROTH provisions)

Safe Harbor 401(k) Plans

New Comparability Plans

Defined Benefit Plans

Money Purchase Plans

Employee Stock Ownership Plans

403(b) and 457 Plans

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 decide which benefits fit the needs of your employees and your owners. 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 year-round to inform you of any regulatory compliance changes, as well as to assist with internal business changes, including distributions and terminations. We choose to answer to a higher standard than expected.

Some of the services we provide include:

Necessary consulting services to redesign an     existing plan document or create a new plan     document

Analysis of employee data, including calculation of     vested benefits

Calculation of plan contributions, if needed

Discrimination testing and other testing, as required

Allocation of the investment trust funds     (contributions, gains or losses, and forfeitures)

Necessary trust accounting services

Maintenance of break-in-service records for     forfeitures/reallocation

Determination and application of "top-heavy" rules

Annual individual certificates of participation

Preparation of DOL - EBSA annual return (Form     5500 series)

Preparation of required notices for participant     distributions of any kind

Our Difference Take advantage of the knowledge and experience of our team. 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. 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 specialty 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. Our team is focused on developing a customized retirement plan that fits your business and is there with you every step of the way.