Retirement Plan Services

Heard, McElroy & Vestal is comprised of qualified professionals with tax, accounting and consulting experience that naturally leads to benefits administration.

Through our Retirement Plan Services group, our professionals consult with employers on issues related to their benefit programs through every phase of operation – from initial design through plan termination for qualified retirement plans.

Our retirement plan services include:

PLAN DESIGN
PLAN ANALYSIS
PROVIDER ANALYSIS
COMPLIANCE TESTING
THIRD PARTY ADMINISTRATIVE & RECORD-KEEPING SERVICES

Our Retirement Plan Services Group stays abreast of trends, regulations and new opportunities for clients and provides timely reports in understandable language using software at the forefront of technology.

Designations among our professionals include Certified Public Accountants (CPA), Certified Employee Benefits Specialists (CEBS), and Qualified 401(k) Administrator (QKA).

Related professional memberships include the American Society of Pension Professionals & Actuaries (ASPPA), International Society of Certified Employee Benefits Specialists, American Institute of CPAs (AICPA), and Louisiana Society of CPAs (LCPA).