HMSW CPA Accountants & Consultants
 
 

Retirement Planning


Personal finance is as unique as you are.  Our Firm has the expertise to develop a plan that best fits your business and also you as an individual whether you are a business owner yourself or a free agent.  We offer the “full package” of retirement planning, from estate planning, 401k plan setup and administration, as well as ongoing compliance requirements of managing a 401k plan.  We have in-depth knowledge and proficiency in qualified retirement plan compliance, operation, accounting and auditing.  We are members of the AICPA Employee Benefit Plan Audit Quality Center and are able to deliver value-added services to help our clients safeguard their plans’ compliance with relevant regulations. 

Our range of services include:

Estate and gift planning
Employee benefit plan audits
                Perform DOL limited scope disclaimer and full-scope audits
                ERISA compliance consulting
                Propose solutions for non-compliance operations
                Assist with IRS Correction Program; when applicable
                Representation in DOL and IRS audits
Employee benefit plan tax returns (Form 5500)
Assistance with voluntary compliance programs
               

 

Financial advisory and guidance through accounting
 
 

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