Assurance Services
Tax Consulting
Consulting ServicesEmployee Benefits Consulting
Blue Benefits Consulting, Inc., a Blue & Co. entity, is positioned to help your company meet its retirement plan objectives.
We actively monitor the laws that relate to pension administration and keep you informed of its impact. Our innovative ideas and efficient administration services are designed to keep your plan running smoothly, whether you need a new plan or modifications to an existing plan.
Services Overview
Installation Services
- Plan design tailored to the needs of your company and employees
- Consultation with your financial consultant and your attorney to finalize plan provisions
- Assistance maximizing tax advantages
- Communication of plan provisions to your employees
Recordkeeping Services
- Employer contribution calculation
- Income allocation to employee accounts
- Application of forfeitures according to your plan
- Roth 401(k) administration
- Non-discrimination testing
- Plan-to-plan rollovers
- Participant statements to employees
- Compilation of necessary information to file annually with the IRS
Consulting Services
- Assistance with plan design and changes
- Cost projections of various design alternatives
- Assistance with governmental or external audits
- Ongoing support when participants reach age 70½
- Calculation of participant hardship withdrawal distributions
- Reports of contribution deduction limits under Section 404 of the Internal Revenue Code
Related Articles View All Thought Leadership
December 18, 2018
The IRS has announced its 2019 cost-of-living adjustments to tax items that might affect you. Many of the amounts increased to account for inflation, but some remained at 2018 levels. As you implement 2018 year-end tax planning strategies, be sure to take these 2019 adjustments into account in your planning. Bear in mind that under […]
February 07, 2018
For 2018, the Internal Revenue Service (IRS) increased several plan limitations to reflect cost of living adjustments. Below are some of these limits for 2018: Elective deferrals to 401(k), 403(b) and most 457 plans increased from $18,000 to $18,500 The defined contribution limit increased from $54,000 to $55,000 The defined benefit limit increased from $215,000 […]
Connect with our team.
To learn more about our employee benefits consulting services, contact our team here.
