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401k Plan Administration - Planmark Financial Group

http://www.planmarkfinancialgroup.com/401k-administration/401k-plan-administration

Find out more about Planmark's Wealth Management Services! On behalf of the plan sponsor, Planmark provides continuous plan administration, including duties such as determining eligible participants, allocating contributions, maintaining plan records, preparing administrative reports and consulting with your accountant and trustee. Are we the Plan Administrator? Our core services include:. Customized retirement plan review or new plan proposals. Retirement plan design and preparation of plan documents.

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Plan Qualification - Planmark Financial Group

http://www.planmarkfinancialgroup.com/401k-administration/plan-qualification

Find out more about Planmark's Wealth Management Services! A Qualified Retirement Plan is one that meets the requirements of the Internal Revenue Code, ERISA and the Department of Labor, and thus is eligible to receive certain tax and legal benefits. Planmark sponsors several prototype plan documents to met your specific needs. These documents have been pre-approved by the Internal Revenue Service. This is the process for an individually designed plan not a prototype. A Word from Our Clients. They have d...

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401k Administration - Planmark Financial Group

http://www.planmarkfinancialgroup.com/401k-administration

Find out more about Planmark's Wealth Management Services! 401k Retirement Plan Administration. As an independent pension and 401k consulting firm, Planmark Financial Group, Inc. is a third party qualified plan administrator (TPA). We help our clients with all aspects of their retirement plan ranging from the basics of setting up a plan to specific situations requiring research into current regulatory rules and regulations. We are wholly dedicated to you our clients. Preparation of Plan Documents. We now...

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Participant Education - Planmark Financial Group

http://www.planmarkfinancialgroup.com/retirement-plan-consulting/participant-education

Find out more about Planmark's Wealth Management Services! Planmark provides a process to educate employees to save for retirement and invest in their futures that is both efficient and effective. In an effort to attract and retain good employees, a company needs to offer a top-tier retirement plan. However, just offering a plan is not enough. Planmark goes further we educate to enable participant success. We believe in on going education and we make it a process, not an event. It's one thing to offer hu...

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Blog - Planmark Financial Group

http://www.planmarkfinancialgroup.com/blog

Find out more about Planmark's Wealth Management Services! Weekly Market Commentary – Attention investors: U.S. interest rates may be moving up. August 29, 2016. The Markets Attention investors: U.S. interest rates may be moving up and it might happen this year. During last Friday’s speech at the Federal Reserve’s annual economic symposium in Jackson Hole, Wyoming, Fed Chairwoman Janet Yellen signaled that a rate hike is probably coming but, as usual, . Read More. August 29, 2016. August 22, 2016. The Ch...

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Cash Value Plans - Good Candidates - Planmark Financial Group

http://www.planmarkfinancialgroup.com/cash-balance-plans/cash-value-plans-good-candidates

Find out more about Planmark's Wealth Management Services! Cash Balance Plans - Good Candidates. Cash Value Plans – Good Candidates. A Cash Balance Plan may be ideal for your company or firm if it falls into any of the following categories:. 1 Highly profitable companies of all types and sizes. Usually indicated by the owner’s desire for a larger tax deduction. Principals earning more than $260,000 per year. A Cash Balance Plan can be used as a component of succession planning. 4 Law firms of all sizes.

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Proven Process - Planmark Financial Group

http://www.planmarkfinancialgroup.com/retirement-plan-consulting/proven-process

Find out more about Planmark's Wealth Management Services! Planmark recognizes an effective retirement plan begins with a sound design; one that meets the client’s unique goals while ensuring fiduciary protections. No two companies are the same and we pledge to develop a strategy that is unique to you. Planmark’s “Proven Process” includes the following steps:. Identify and Evaluate Objectives. Approach Providers and Administrators. After developing your plan’s unique blueprint, we contact the plan provid...

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Retirement Plan Consulting - Planmark Financial Group

http://www.planmarkfinancialgroup.com/retirement-plan-consulting

Find out more about Planmark's Wealth Management Services! Planmark understands this challenge and provides our clients the services and expertise needed to help their employees reach their retirement goals. Our expertise makes it easy to interpret the maze of options and regulations so you can provide a retirement plan that meets the needs of you and your employees. Plan Design customized for you and your employees. Specialized Solutions for Highly Compensated Employees. Analysis of plan costs and fees.

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Cash Balance Plans - How They Work - Planmark Financial Group

http://www.planmarkfinancialgroup.com/cash-balance-plans/cash-balance-plans-how-they-work

Find out more about Planmark's Wealth Management Services! Cash Balance Plans - How They Work. Cash Balance Plans – How They Work. These accounts are maintained by the plan actuary, who generates annual participant statements. Participant accounts grow annually in two ways:. The company contribution a percentage of pay or a flat dollar amount is determined by a formula specified in the plan document, and;. A Word from Our Clients. Freeman Mathis & Gary. We now have retirement plans that meet our firm’s g...