Services Offered by Jordan & Andrews
Plan Design
We design plans to meet specific contribution and benefit needs, considering factors such as compensation, age, employee group size, desired retirement benefits, and profitability. We are able to complete the entire process, from initial client consultation to qualification of the plans with the IRS. The plans we design include:
- 401(k) Profit Sharing Plans, with pre-tax salary reduction contribution features and Roth 401(k) features
- Profit Sharing Plans, which may include “cross-tested” or “age-based” or “integrated with social security” contribution allocation features favoring key employees
- Money Purchase Pension Plans
- Defined Benefit Pension Plans
- Employee Stock Ownership Plans
- 403(b) Plans
Becoming a Client
If you are interested in working with Jordan & Andrews:
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Click here to download our Business Information Form and fax completed form to 707-545-1029 or email to contact@jordandrews.com
Plan Administration
Annual administration of plans includes determination of eligible employees, determination of required or optional contributions, reconciliation of trust investment activity, allocation of contributions/ forfeitures/earnings, preparation of IRS and EBSA/Department of Labor, preparation of reports to participants, preparation of anti-discrimination tests required by the Internal Revenue Code, and coordination of distributions and/or loans to participants.
Defined Benefit Plans
Another significant part of our work is in actuarial calculations and certifications for defined benefit plans, which require the services of an enrolled actuary to calculate annually the amount that must be contributed to fund future benefits for plan participants. Jim Jordan is one of only approximately 4,000 enrolled actuaries in the country and he has extensive background in the design and annual administration of defined benefit plans.