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Advice on 401(k) Plans and More

If you are a broker or an employer looking for a provider of retirement plan services, you are most likely looking for a firm that is professional, teams well with others, and is competitively priced.

Crowe Horwath LLP fulfills those needs. We professionally bundle our services with other providers and respect continuing relationships. We are also known for providing value for fees.

Benefit from Crowe’s experience leveraging technology to efficiently and effectively deliver:

  • Retirement plan design;
  • Compliance with Internal Revenue Service and Department of Labor regulations;
  • Nondiscrimination testing;
  • Assistance with withdrawal/distribution and loan processing.

Experience is essential. We employ Certified Public Accountants and qualified plan administrators who have received extensive training and additional certifications. Our clients receive personal attention from a primary relationship manager, who is skilled at analyzing changes in retirement plan laws and helps your organization comply with new rules.

As one of the nation’s 10 top public accounting and consulting firms, we provide a wide range of financial, tax, and consulting services. We work seamlessly with your other retirement plan service providers, taking pride in our professionalism and efficiency. 

For additional information, please contact Lori Stuart at lori.stuart@crowehorwath.com or 614.280.5229.