Retirement Plan Administration

With 40 years experience in retirement planning for small and medium sized businesses, The Siekmann Company has been providing the very best service to our clients. From medical practices to fast food chains we provide services to clients of all types and sizes. Our vast experience in providing benefits for businesses in multiple work environments gives us the knowledge and understanding to create the perfect package for your business. Bob Siekmann founded The Siekmann Company over 40 years ago with the hope of creating a business to help people better understand retirement planning and to put them on the right track to their future. To this day he and our hard working staff continue to take the time and effort necessary to give our clients the personal touch that so many firms lack. Our long history has allowed us to witness retirement plans in all stages and gives us a unique advantage in helping our clients find the right plan for their business and employees.

Our customer service is second to none and all of our services are provided in house. 

We provide TPA services to 401(k) and Roth 401(k) Plans, Safe Harbor Plans and Profit Sharing Plans. We are focused on providing retirement plan services developed and tailored to meet the needs of our Plan Sponsors and plan participants. We offer hands on customer service along with a variety of Plan Administration and record keeping services. 

The Siekmann Company provides fiduciary consulting, education and protection. We do not act as a fiduciary for you or your company but we can educate you in your responsibilities as a fiduciary as per the Employee Retirement Income Security Act (ERISA) standards. Meeting your responsibilities as laid out in those guidelines is essential to your employer provided benefits plans. As with any government guidelines it usually takes a tremendous amount of time and effort to fully understand those standards and how to meet them. We are experienced in this and can educate you in how to comply with these guidelines.

If your benefit plan has more than 100 participants, we can prepare your annual Form 5500 Tax Return for filing.

  • Profit Sharing and 401(k) Administration
  • Profit Sharing and 401(k) Funding
  • Fiduciary Consulting/Education/Protection
  • Asset Reconciliation
  • Form 5500 Preparation
  • Employer Valuation Reports
  • Non-discrimination testing
  • Summary Annual Reports
  • Document Restatement
  • Summary Plan Descriptions
  • Enrollment Communications

 

Contact Us

For more information please contact us.






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