Our Service
Offerings
Since 1946, Heard, McElroy & Vestal has maintained a reputation for accounting excellence and high ethical standards earning the unconditional confidence of our clients through our core values of Commitment, Integrity, Teamwork and People.
RETIREMENT PLAN SERVICES
Department Size – 10+
Includes:
- Partners
- Senior Managers
- Business Development Managers
- Staff
- Administrative Staff
Partner-In-Charge
Dare Johnson, CPA
- Certified Public Accountant (CPA)
- Qualified 401(k) Administrator (QKA)
- Qualified Pension Administrator (QPA)
- Accredited Pension Administrator (APA)
From initial design through plan termination for qualified retirement plans, our Retirement Plan Services include:
- Plan Design
- Plan Analysis
- Provider Evaluations
- Compliance Testing
- Third Party Administrative and Record-Keeping Services