Benefit Plan Administration
Jeffrey Van Wagner
Miller Cooper provides a full range of retirement plan administration, record keeping and consulting services through its Alliance Pension Consultants group. Our team includes CPAs, certified benefits specialists, actuaries and administration specialists. Together they provide comprehensive services in the development and maintenance of qualified retirement plans.
Our expertise encompasses 401(k), profit sharing, 403(b), cash balance and defined benefit plans, including the following services:
- Plan design and document drafting
- Analysis for existing plans
- Implementation and conversion
- Creative, selective allocation of employer contribution
- Actuarial consulting and certification
- Daily valuation record keeping and administration
- Participant enrollment services
- Compliance testing
- Government forms
- Plan termination services
The strength of Miller Cooper’s retirement plan administration and consulting services is derived from a deep and well-trained professional staff, an “open architecture” approach, and our ability to focus on what is most beneficial for clients. Cost-effective administration begins with good plan design. In an ever-changing legislative environment, we constantly analyze the most recent laws and regulations in order to identify potential problems before they occur and offer solutions. By applying these principles, we are able to deliver the highest quality service in the most cost-effective manner.
We use a team approach to plan administration and record keeping. Through automation and flexibility, we tailor our services to the needs of the client rather than require the client to conform to our format. In addition to team work and automation, we recognize the value of personal contact. Each client is assigned to an administrator who is responsible for all aspects of the plan and has the advantage of a team behind them for further technical support.