Frank Coffey

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retirement plan administration advanced design consulting new comparability profit sharing cash balance plans eligibility tpa 401k administration roth 401k 403b administration profit sharing compliance testing 5500 filing plan document consulting retirement planning financial advisors 401(k) plans compliance administration employee benefits fiduciary support plan design business owners retirement success recordkeeping hr support safe harbor plans plan optimization contribution limits defined benefit plans profit sharing plans customized solutions plan testing audit avoidance financial education retirement goals seps simple plans safe harbor compliance cross-tested plans retirement consultants business partnerships plan administration staff empowerment financial planning retirement plan success employee stock ownership plans ongoing communication technology investment investment partners pension plan management fiduciary responsibility benefit packages financial goal alignment planning resources regulatory compliance document preparation entity structure tax advantages client satisfaction personalized service plan recovery specialists bilingual support paylocity integration