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Actuarial and Administration Services. Plan Design and Qualification. Tax Information for Retirement Plans. Estate and Pension Advisory Board -. SPECIALIZING IN THE DESIGN, INSTALLATION AND ADMINISTRATION OF TAX-QUALIFIED RETIREMENT PLANS. Privately owned Third Party Administration Firm in business for over 50 years. Our clients range from a Single Employee Company to National companies with thousands of employees. EPAB services for profit and non-profit organizations. Pension and profit sharing needs.

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Estate & Pension Advisory Board, Inc.

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Actuarial and Administration Services. Plan Design and Qualification. Tax Information for Retirement Plans. Estate and Pension Advisory Board -. SPECIALIZING IN THE DESIGN, INSTALLATION AND ADMINISTRATION OF TAX-QUALIFIED RETIREMENT PLANS. Privately owned Third Party Administration Firm in business for over 50 years. Our clients range from a Single Employee Company to National companies with thousands of employees. EPAB services for profit and non-profit organizations. Pension and profit sharing needs.

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Home - Estate and Pension Advisory Board | epabinc.com Reviews

https://epabinc.com

Actuarial and Administration Services. Plan Design and Qualification. Tax Information for Retirement Plans. Estate and Pension Advisory Board -. SPECIALIZING IN THE DESIGN, INSTALLATION AND ADMINISTRATION OF TAX-QUALIFIED RETIREMENT PLANS. Privately owned Third Party Administration Firm in business for over 50 years. Our clients range from a Single Employee Company to National companies with thousands of employees. EPAB services for profit and non-profit organizations. Pension and profit sharing needs.

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epabinc.com

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Estate and Pension Advisory Board :: Resources

https://epabinc.com/Resources/index.htm

PENSION-RELATED DOLLAR LIMITATIONS SUBJECT TO ANNUAL COST OF LIVING ADJUSTMENTS (COLAs). Defined Benefit Maximum Annual Benefit. Defined Contribution Maximum Annual Addition. Maximum 401(k) Elective Deferral Limit. Social Security Taxable Wage Base. Definition of Highly-Compensated Employee (HCE) Limit. Annual Compensation Limit for Benefit Purposes. Monthly Maximum PBGC Guaranteed Benefit. Pension Benefit Guaranty Corporation (PBGC). Tax Information for Retirement Plans.

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Estate Pension Advisory Board

https://epabinc.com/Services/index.htm

Services For New Clients. Various options available regarding:. Integrated vs. nonintegrated. Defined Benefit vs. Defined Contribution. Collection of employee data. Drafting of plan documents based upon final design. Preparation of resolutions and forms required by IRS for plan submission. Preparation of plan description booklets. Preparation of any amendment required by IRS for initial qualification. Enrollment of plan participants. 5500 Series (Forms and Schedules). Form 1099, 1096, and 945.

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Estate Pension Advisory Board

https://epabinc.com/index.htm

Privately owned and in business for over 30 years, EPAB handles every aspect of retirement planning and administration. We are not affiliated with any financial institution; however, our services are closely coordinated with numerous nationally recognized financial firms and organizations. Plan Compliance and Testing. Assisting with Audits and Voluntary Compliance Programs.

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Estate Pension Advisory Board

https://epabinc.com/About/index.htm

If you are confused by your company's pension and profit sharing needs, you are not alone. Keeping up with rapidly changing tax laws and understanding the legal implications of tax acts such as ERISA, TEFRA, DEFRA, REA, TRA '86, USERRA, GUST and EGTRRA can be overwhelming. With Estate and Pension Advisory Board, Inc. (EPAB), the experienced planners, you can put your mind at ease. Let an experienced planner meet your pension and profit sharing needs. EPAB prepares all necessary papers required by the IRS...

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Home - Estate and Pension Advisory Board

Actuarial and Administration Services. Plan Design and Qualification. Tax Information for Retirement Plans. Estate and Pension Advisory Board -. SPECIALIZING IN THE DESIGN, INSTALLATION AND ADMINISTRATION OF TAX-QUALIFIED RETIREMENT PLANS. Privately owned Third Party Administration Firm in business for over 50 years. Our clients range from a Single Employee Company to National companies with thousands of employees. EPAB services for profit and non-profit organizations. Pension and profit sharing needs.

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