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  
     

 


One plan does not fit all. The key to a successful retirement plan is having the right plan for the employer and the employee. Our team recognizes that every employers' business situation and employee base are unique.

We work with plan sponsors to design plans that fit the strategic business objectives of the orgainzation. In designing your new plan, our team will take into account your employee demographics, your business and organizational structure, your budget, and financial interests. Each area allows us to provide the best benefits at the lowest cost to you.

If you need assistance with your retirement plan design, please feel free to contact:

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

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