ollowing the guidelines established by ERISA law and the Pension Protection Act (2006), EBA Consulting’s plan specialists work to offer employers superior benefits, while preventing conflicts of interest and limiting their fiduciary liabilities. Our goal is to provide a complete retirement plan platform that makes the retirement planning process simple and transparent, and to present retirement plan options that maximize opportunities for owners, as they provide employees with real strategies for saving.

In the benefits planning process, our experienced professionals meet with you to determine the retirement needs of key employees and to capture census data about your workforce. We then analyze a wide range of retirement plans, perform compliance testing, and present you with customized plan comparisons that define the features, benefits, and options associated with our plan recommendations.

Once your plan is established, EBA Consulting’s technology tools allow for effective retirement plan management. Financial calculators, coupled with educational and marketing tools, encourage contributions to retirement plans by modeling maximum contributions to individual 401(k) plans, SEPs, SIMPLE IRAs, and defined benefit plans, and comparing contributions in Roth 401(k)s to Traditional 401(k)s. Information about IRA rollovers helps clients enjoy flexibility in their retirement investments. Auto-enrollment and auto-escalation provisions help ensure that each and every employee reaps the highest benefit from your benefit plan. EBA Consulting specialists are always available to answer questions and assist everyone from owners and executives to entry-level employees balance the cash and tax aspects retirement planning.