
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 |