Pension Administrations & Audits

Providing Retirement Programs Across Florida

Our benefit team has been providing retirement programs before the enactment of the Employment Retirement Income Security Act (ERISA). Your retirement plan should be reviewed on a regular basis to ensure it’s the most effective plan for your organization.

Pension Plan Services:

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

Service Specialists

Jeff Gerhard

CPA, CFE | Principal

Randy Dillingham

CPA | Principal

Robert Stanell

CPA | Managing Principal

Susan Thompson

CPA | Principal