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


 

Plan Design

 
  Qualified Retirement Plans  
  Compliance and Reporting  
  Retirement Plan Design Consulting  
     

 


In the event you have an existing retirement plan, our team can ensure that it is aligned with the current goals of your organization; or, as conditions change, we can help you modify it to meet your needs. The revision of a plan is often more involved than its initial establishment.

Our team accounts for the impact of a proposed change on employees, management, industrial and public relations, and possible conflicts between existing plans. Additionally, the philosophy upon which your plan was first established must also be reviewed and considered during a proposed change.

Our team can assist you in every phase of redesigning and revising your plan. Let us know how we can help you
.

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

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