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http://evergreen-retirement.com/
Evergreen Retirement Plan Consulting, LLC provides consulting services for retirement plan sponsors and their advisory team (including their CPA and investment advisor). Our focus is on helping businesses achieve their retirement plan goals. We provide retirement plan design, an analysis of the financial condition of the plan, compliance ...
http://evergreen-retirement.com/contact-us/
Evergreen Retirement Plan Consulting, LLC. Customized Retirement Plans For Your Business. Customized Retirement Plans For Your Business. Home; Overview Of Plan Types; ... Home » Contact Us. Contact Us. Contact us directly: Main office line: 425.615.7999. Joseph: jcarolan(at)evergreen-retirement.com Kim: kcarolan(at)evergreen-retirement.com
http://evergreen-retirement.com/faq/
Examples of defined contribution plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. Department of Labor (DOL) A U.S government cabinet body responsible for standards in occupational safety, wages and number of hours worked, unemployment insurance benefits, re-employment services and a portion of ...
http://evergreen-retirement.com/who-we-are/
Joseph Carolan – EA, MSPA, CPC, APA is the CEO and Pension Actuary for Evergreen Retirement Plan Consulting, LLC. Joseph started in retirement plans in 2001, when he was 19 years old, after getting his 4-year Bachelor’s Degree in Business from Arizona State University. He started working with DC plans ( 401 (k), Profit Sharing, Money ...
http://evergreen-retirement.com/our-differences/
Complete Care Of Clients In-House. We provide a better quality service because we employ the EA who does the work completely in-house and cares (with intense passion) about the quality of the work. Our EA can officially sign Schedule SBs (the retirement actuarial schedule) in the Form 5500 series. This is a requirement for all DB plans in the country. So any DB work we perform …
https://www.linkedin.com/company/evergreen-retirement-plan-consulting-llc
Evergreen Retirement Plan Consulting, LLC | 5 followers on LinkedIn. Evergreen Retirement Plan Consulting, LLC has been serving clients in the Pacific …
http://evergreen-retirement.com/request-for-proposal/
Please send your Request for Proposal (RFP) to kcarolan (at) evergreen-retirement.com anytime. We will let you know what pertinent information we may need from your company. After we receive all of the necessary information, we will generate a response within 24-hours during the normal business week giving you contribution details, pricing and ...
https://evergreenci.com/services/retirement-plan-services/
Retirement Plan Services. We are an independent financial services company focused on offering retirement plan solutions that help to maximize efficiency, maintain plan compliance, and reduce fiduciary liability exposure. These solutions include, but are not limited to: 401 (k) employee deferral plans. Defined benefit plans. ERISA 403 (b) plans.
http://evergreen-retirement.com/overview-of-plan-types/
401 (k) contribution up to $19,500 in 2020; catch-up contribution in addition up to $6,500 for participants age 50 or older. Types of DCs : Profit Sharing. Profit Sharing / 401 (k) Profit Sharing / Roth 401 (k) / Traditional 401 (k) Money Purchase. ESOP s. Of those plans, we can offer various contribution percentages and allocation groups.
https://www.yelp.com/biz/retirement-benefits-consulting-llc-glendale
9:00 AM - 5:00 PM. Wed. 9:00 AM - 5:00 PM. Closed now. Thu. 9:00 AM - 5:00 PM. Fri. 9:00 AM - 5:00 PM. Sat.
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