Retirement Plan Administration Fresno, CA

Retirement Plan Administration and Consulting Services

Blosser Harrison provides flexible 401(k) plan design and plan management services. Our retirement plan consultants work with small to midsize businesses locally in Fresno and Clovis, CA and throughout California and nationwide.

Services include:

  • Retirement consulting.
  • Fiduciary assistance.
  • 401(k) committee education.
  • Retirement plan design and installation of plan document.
  • Determination of employee eligibility.
  • Prepare annual reports (IRS Annual Return/Report Form 5500, attachments and summary annual reports).
  • Maintain individual records for participant accounts. (Record keeping)
  • Trust asset reconciliation.
  • Plan record keeping and compliance.
  • Determination of employee eligibility.
  • Employee Meetings.
  • Preparation and distribution of employee communication material.
  • Calculation of employer contributions.
  • Calculation and communication of distributable events (retirement, death, disability, loans, termination).

Professional Retirement Consulting for Small and Midsize Businesses

There are many factors to consider when choosing a retirement plan for your business. At Blosser Harrison we provide an integrated approach for all your qualified plan needs. From investment management to plan administration we can help you carefully construct a suitable retirement plan and tax strategy for your business.

For so long small and mid size businesses have had to piece together these two services which can often create too many moving parts or excess cost. Whether your goals are employee recruitment and retention or maximizing your tax planning needs, we can help you select and design the right retirement plan for your company.

Retirement plan administration and retirement consulting available throughout:

  • California
  • Arizona
  • Nevada
  • Colorado
  • Florida
  • Illinois
  • Wisconsin
  • Missouri
  • Texas
  • New York
  • New Jersey
  • Washington
  • Ohio

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