Pension & Employee Benefit Administration

A well-structured and forward thinking pension plan adds value to any business for both owners and employees. When properly formed, a pension plan generates employee loyalty and provides incentive. The importance of developing and administering a well-structured plan has never been greater than in these volatile times, when trust and confidence in some of the large corporate pension plans have been shaken.

Meyers Brothers Kalicka can assist businesses in all phases of retirement planning, including in the structuring of 401(k), 403(b), and 457 executive compensation plans. Retirement and pension programs may be provided on an individual or group plan basis. Qualified and non-qualified plans as well as tax sheltered annuity programs are also available.

Additionally, as the largest and most experienced certified public accounting firm based in Western Massachusetts, Meyers Brothers Kalicka, P.C. is often called upon to assist businesses with other services related to the oversight and management of pension and retirement plans. We provide the following services in this area:

• Counseling and strategy
• Assistance in formulating the plan
• Preparing informative guidelines
• Plan audits
• Tax reporting