Plan Design & Implementation

Strategic, worry-free plan customization and implementation tailored for continued business value

Choosing and implementing a retirement plan that's best for your business and employees can be daunting and complex. Without expert support, your business can suffer from wasted resources, regulatory setbacks, dissatisfied stakeholders, and a less secure future.

Let Campbell Albrecht help you choose the right plan and then handle the implementation. We'll learn about your retirement plan needs and business goals, then devise and execute a strategic retirement plan solution to facilitate your success. And with our flexibility and ongoing support, we’ll always be there to ensure your plan meets your changing requirements.

With our seamless implementation, you’ll enjoy reduced spending, improved efficiency, and employees who feel cared for from day one

Say goodbye to retirement planning headaches, as we:
  • Review your controlled group and/or affiliated service group situation
  • Design a plan tailored to meet the needs of the owners, employees, and your business as a whole
  • Transform current plans by reviewing the existing plan provisions and recommending changes to fully meet your goals and objectives
  • Prepare plan documents as required by the IRS
  • Prepare the request for an IRS determination letter, if applicable
  • Prepare the Summary Plan Description that is required to be distributed to plan participants
  • Prepare customized enrollment and administrative materials (Recordkeeping clients only)
  • Communicate the provisions of the plan to your employees (Recordkeeping clients only)

Comprehensive Retirement Plan Services
with a Personal Touch

Whether you need a supplemental service or a complete retirement solution, you’ll have
a dedicated team of certified experts with you every step of the way

Defined Contribution Plan Recordkeeping and Administration

From eligibility and contributions to trust reconciliation and distribution processing, we’ll ensure a smooth operation for your employees and the IRS

Defined Benefit Plan Actuarial Services and Administration

Our state-of-the-art technology ensures employees get their distributions, financial risk is managed, employer contributions are appropriate, and required documentation is prepared and submitted

Annual Compliance Testing and Government Reporting

Our specialists thoroughly test your retirement plan and handle all government reporting so you’re always in compliance with all federal regulations