Services
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 division, we 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, nonqualified retirement plans and cafeteria plans.
Our retirement plan services include:
- Plan Design and Implementation
- Plan Analysis
- Provider Evaluations
- Compliance Testing
- Third Party Administrative and Record-Keeping Services
Our Retirement Plan Services professionals spend countless hours staying abreast of trends, regulations, and new opportunities for clients. We provide clients with timely reports in understandable language using software at the forefront of technology.
Designations among our Retirement Plan Services staff include Certified Public Accountant (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).