Retirement Plan Services

Retirement Plan Services

Is your company’s retirement plan increasing your personal liability?

At Aprio, we understand the risks and complexities associated with managing your company’s retirement plan. The IRS, Department of Labor and plaintiff attorneys continue to increase plan scrutiny. As a business owner, you could be held personally liable if your company’s retirement plan is found to be non-compliant with regulatory standards and/or best practices. That’s where our professionals step in.

Our approach reduces administrative time and costs, and provides ongoing coverage across three key plan areas: investments, risk and education. From filing your plan’s regulatory reporting to benchmarking and participant education, we ensure your plan is up to date as regulations, and your company, continue to evolve.

Contact Keith Greenwald to learn more about our Retirement Planning services.


3(21) Fiduciary Services*

We work directly with plan sponsors to help design and maintain a retirement plan that meets your company’s objectives. We have a dedicated team of accredited 401(k) specialists that provide services including plan benchmarking, employee education and guidance on operational best practices, as well as selecting and monitoring investments.

* Services provided by Aprio Wealth Management, LLC

Retirement Plan Third-Party Administration Services (TPA)**

We save you time and headaches by assisting with managing the day-to-day complexities of retirement plan administration. These activities include preparation of the plan’s annual 5500 filing; compliance testing; IRS, DOL and other government agency reporting; and plan amendments and design. For select clients, we also offer 3(16) services.

** Services provided by Aprio Benefit Advisors, LLC

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