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Pension Administration and Audits

Our professionals provide financial planning and problem solving in every facet of retirement for a wide range of clientele. From one-person offices to large manufacturing plants CS&L can help you meet the needs of your employees while maintaining the goals of your company. CS&L began providing benefit programs before the enactment of the Employment Retirement Income Security Act (ERISA).

Our retirement plan services include:

• Plan Documents & Implementation
• Plan Analysis and Feasibility Study
• Installation and Takeover
• New Plan Documents or Restatements
• Plan Administrative Services
• Trust Fund Services
• Preparation of Form 5500
• Audit Services


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For more information contact:

Lisa K. Bristow, Principal
email  
phone 941-748-1040
 
Employee Benefit Plan Audits:

Jay L.Clarkson, Principal
phone 941-954-4040
email
 



 
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