EVERY QUALIFIED PLAN IS UNIQUE. EACH PARTICIPANT'S GOALS ARE UNIQUE.
ABOUT US
EXCELLENCE
SERVICES
We are an award winning firm that provides our clients with excellence in all services. Our promise is to help you to ensure your retirement plan's success. You can depend on ABA to assist you with the highest quality administration services available.
We communicate complex topics in a clear and concise manner. Outstanding services are delivered timely. We are a trusted advisor that you can rely upon.
Our services cover all available types of qualified retirement benefit plans. We also offer Form 5500 services to health and welfare plans.
A full range of services can be tailored to your business and plan needs. Types of services that we provide to our clients include:
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Plan Administration
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Plan Design
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Compliance Testing
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Trust Accounting
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IRS Forms Preparation
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Participant Loans
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Plan Documents
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Plan Terminations
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Fiduciary Education
Accrued Benefit Administrators, Inc. has reason to celebrate as the company completed its 25th year in 2016. Established in 1991, ABA provides retirement plan design, documents, consulting, administration and compliance services to qualified retirement plans nationally.
ABA specializes in:
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401(k) Plans
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403(b) Plans
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Profit Sharing Plans
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Safe Harbor Designs
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ESOP Plans
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Cash Balance Plans
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Defined Benefit Pension Plans
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Reporting for Health & Welfare Plans
Plan Sponsors and their insurance brokers believe in our outstanding services for the compliance reporting required to health and welfare benefit plans. ABA provides the necessary Form 5500 and Schedules (signature ready!) and the required SAR reporting.