Services Overview
Audit Services
Tax Services
Accounting Services
Valuation Services
Litigation Consulting Services
Strategic Planning Services
Succession Planning Services
Retirement Plan Services
Wealth Management Services
Workforce Solutions Services


 

Interested in particpating in the creation of a ASPPA Benefits Council for San Antonio?
If so, please contact Bryanna McCrea at (210) 828-6281 for more information.

Plan Document Worksheet

Form 5500 Quick Reference Filing Guide

2006 Census Data Worksheet

Retirement Plan Services

 
     

 


You work hard to provide a quality retirement plan for you and your employees. You need to make sure your efforts are being rewarded.

The Retirement Plan Services Group is dedicated to making sure your retirement plan is stable and reflects your desires. Through long term, personal relationships, our plan advisors observe your company's growth and help you plan by using the best retirement plan strategies to protect your wealth.

In doing this, we start with open and frequent communication. We know retirement plans are fluid based on the status of your business. Through regular interaction, we examine your plans' most current strengths and weaknesses and help you to make optimal changes.

         
 

Plan Design
Qualified Retirement Plans

  Compliance and Reporting
Retirement Plan Design Consulting
 
         

The Retirement Plan Services Group is a group of degreed professionals who work closely with their clients to develop solutions for their retirement plan, compliance, reporting and administration needs.

To learn more about the opportunities the Padgett Retirement Plan Services team can provide you, please contact:

Cyndi Mergele, SPHR, PI
Manager, Retirement Plan Services Group

cyndi.mergele@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966