For Your Small Business
Employer-provided benefit plans can be difficult to initiate and maintain. Our specialized team of employee benefit experts work directly with you to provide a clear roadmap to incorporate your retirement and business goals. Whether you need to start a retirement plan for yourself and employees, reduce costs by researching fund providers, or complete annual reporting and disclosure requirements, MHP can provide the level of service that best matches your needs. We prepare the following:
- Summary Plan Documents
- Participant Enrollment Forms
- Required Annual Disclosures to Participants
- Annual Tax Return (Form 5500)
Our continuous communication with business owners aims to integrate your retirement goals with your business and tax goals.
For Your Individual Retirement Accounts
We know economic hardships may have strained your retirement account. We can review your financial plan to balance your financial independence with your retirement timeline.