Barnard and Associates
Retirement Plan Administration

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Interested in Attracting and Retaining Good Employees?

Well-Designed Retirement Plans Help Do That
 

401(k) Pension and Profit Sharing Plans for Small Businesses

  • You benefit from our singular focus, specializing in small business
  • Your plan is designed to meet your unique business and employee needs.
  • You are free to choose your investment vehicles. We are independent of investment firms or insurance companies
  • You get easy access and quick response. Sound retirement plans that fully utilize the many tax advantages available to corporate owners and managers not only benefit employees, but also can improve business profitability.

What type of qualified plan is best for your organization?

  • 401K Plan?
  • Simple 401K Plan?
  • Money Purchase Plan?
  • Defined Benefit Plan?
  • Target Benefit Plan?
  • Tax Sheltered Annuity Plan?

We can help you find your way through the maze of options available. Working with your tax advisors, we design a plan best suited to your company's need.  We provide all required administrative services on time and economically, even under the increasing demands required by various federal regulations.

Annual Administrative Services Include:

  • Annual Valuations - tracking of employee eligibility for participation and vesting of benefits
  • Participant Statements - a consolidated statement for each participant
  • Government Reporting - IRS Forms 5500 with schedules and Summary Annual Report
  • Top-Heavy and Non-Discrimination Testing - as required by IRS for some plans
  • Loans - applications and ongoing administration to applicable plan participants

Monica Barnard, Owner, has been working with business owners to manage their qualified pension and profit sharing plans since 1975. She has earned the Accredited Pension Administration (APA) designation and was the first person in the Pensacola area to earn the Certified Employee Benefit Specialist designation.

"We stay up to date with education and regulation changes while maintaining economical fees compared to in-house management or hiring a CPA firm."
 

  Barnard & Associates

Retirement Plan Administration
Consultation • Design • Implementation
 

850-587-6026

Post 0ffice Box 37403, Pensacola, Florida 32526
FAX 850-587-2674