At Edberg & Perry,
we work closely with our clients to develop the right retirement
program to meet their needs. Our consultative approach to plan
design allows our clients to make informed decisions regarding the
best retirement program for them. Our oversight role in plan
implementation means that our clients can be certain their plan will
be properly established. Our dedicated plan consultants provide
client a single point of contact at Edberg & Perry Inc.
for assistance with plan administration.
We are able to administer any type of qualified retirement plan. Our goal is to understand our clients' needs and develop several recommendations for consideration. Additionally, we are not tied to specific products or investments. Our clients are able to select the best investment platform and investment offerings for themselves and their employees.
We also work closely with our clients' financial advisors and CPAs. While we do not sell investment products or provide tax advice, our extensive experience allows us to understand the issues that CPAs and financial advisors often encounter as well as their effect on our clients' retirement plans. This experience allows us to work with our clients' advisors as a team to anticipate clients' needs.
Our experienced and dedicated staff maintain retirement plan administration and consulting credentials. As a result of the associated continuing education requirements, our staff continues to stay up to date and current on the issues of the day. Additionally, we have several certified Enrolled Retirement Plan Agents (ERPA) on staff, who are able to represent our clients before the IRS in the event of plan audit or negotiations to correct plan errors. Additionally, in the unlikely event that a client needs legal representation before the IRS or Department of Labor, we have strong relationships with attorneys in the Phoenix area and nationally who specialize in Employee Retirement Income Security Act (ERISA) matters and who can assist when attorney-client privilege is required.
Please contact us at firstname.lastname@example.org to learn more about our consultative approach to retirement plan administration.