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Business Consulting Services

Consulting Services

Retirement Plan Administration 

  • Assistance with management of current retirement plan
  • New plan research and set-up
  • Plan conversion
  • Participant correspondence
  • Legal filings

Businesses who administer their own plan are required by ERISA (Employee Retirement Income Security Act) standards to provide participants information annually or more regularly. This includes allocation of contributions, earnings and distributions, as well as determining if the plan is in compliance with the plan documents. Administrators must also complete annual filings to keep the plan in operation and compliance.Elliott, Robinson & Company, LLP can assist you with all aspects of your company’s retirement plan.

Matt Solidum, CPA
Stephanie Rice, CPA, CFE

Retirement Plan Services

Business Succession Planning

The continued vitality of your business depends upon properly establishing procedures for the seamless transition of ownership and responsibility from one owner to the next. We guide business owners and thier families in laying the foundations for future growth and long term success.

Email: Bob Helm, CPA

QuickBooks® Consulting, Set-Up and Training

We have QuickBook® Pro Advisors on staff available to answer your questions. Contact us to speak to one of our experts!

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