A Strongpoint Partner
We know how overwhelming designing and implementing a retirement plan can be and we work with Plan Sponsors to identify and meet their needs.
We understand the importance of compliance with IRS & DOL regulations – your plan’s tax-qualified status depends on it.
We have the in-house team to analyze your options, whether you are a professional looking to increase tax deductions, or a corporation with a struggling DB Plan.
We love to help our advisors and CPAs with technical questions. Whether it’s plan design, a controlled group issue, or a testing problem, we are happy to assist.
We are ready to help facilitate plan corrections. Few plans exist without some operational error along the way; most are insignificant and can be easily corrected. Others may be more complex and require formal correction.
Pollard does not act as a fiduciary but we do provide enhanced services to clients who want help with duties typically handled by the plan sponsor.
serviced with $2B in assets
to bring plan design & expert service to our mutual clients
with depth of experience & commitment
In February, the Department of Labor (DOL) issued changes to Form 5500 returns for plan years staring 2023 and later. One very exciting change is that the 100-person audit threshold [...]
SECURE 2.0 was enacted by Congress and signed into law on December 29, 2022. It affects virtually all types of retirement plans, and contains over 90 provisions, making this the [...]
We have started to receive inquiries from clients and advisors on the Maryland Saves program. The Maryland Saves program is only required for an employer who meets the following: The [...]