Bob McKendry,
CPC, QPA, QKA, CFP

Director, LBA Retirement Plan Services, LLC

 

To learn more on how we can help your business please call (904) 224-9769 or email Bob

 

Pension Plan Design & Administration

Plan Design

With so many options available to today's employers, it takes experience and expertise to design the right plan to accomplish your goals. LBA is ready to work hand-in-hand with you to formulate the right solution for your needs, whether it is a traditional defined contribution (or profit sharing) plan, defined benefit plan, solo 401(k) for a business with no employees other than the owner and spouse, 403(b), SEP or SIMPLE plans.

Plan Administration

We pride ourselves in personalized, responsive annual services to ensure operational compliance, including:

• Employer and employee data
• Calculation of required/discretionary annual plan contribution
• Allocation of participant accounts
• Discrimination testing and determination of top heavy status
• Reconciliation of trust assets
• Preparation of annual review, employee benefit statements, IRS Form 5500 and summary annual report to participants, and IRS Forms 1096/1099R
• Processing of loan requests
• Processing of benefit payments