Personalized Analysis

Streamlined Planning, Collaboration, & Implementation

Complete the Design Questionnaire and Census Form and email them to us. Once received, we’ll contact you to review the information. We’ll then prepare a customized analysis based on your objectives and goals. Once prepared, we will be in touch to review our findings via virtual meeting. We recommend including your CPA and any key decision-makers.

Data Gathering Forms

Review & Redesign Plan

Unlock the Full Potential of Your 401(k) and/or Cash Balance Plan

If you’re unsure whether your current plan is designed with maximum efficiency, let us review it for potential improvements. Simply send us your employee census, current plan Adoption Agreement, most recent Allocation Report, and (if available) Summary Plan Description. We’ll thoroughly evaluate your plan and, if possible, redesign a solution better aligned with your goals and needs.

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Implement a Plan

Simple Steps to Implement Your Plan

Once you’ve reviewed your options and plan improvements and are ready to move forward, our office will send you a Verification of Data form for signature. This form helps us confirm the information needed to complete the updates, such as the name(s) of the Trustee(s), your SIC code, EIN, and your CPA’s contact information. We’ll use this information to prepare the plan documents that put these improvements in place.

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Plan Takeovers

When You Know It's Time for a Change

Tired of feeling like just another account? If you’re ready for concierge-level administration service, we’re here to help. You’ll work with one dedicated professional who knows your plan and is always just a call or email away.

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Testimonials

Trusted by Our Clients

“Our CPA firm has been working with Bill Black and his team for over 20 years. Rarely do you find someone who can explain complex retirement plans in plain English and have an administrative team that knows how to execute compliance and timeliness as well as they do. We highly recommend his firm for all your qualified pension service needs. Great professional partner to have.”

Michelle H.CPA

“Having worked with Bill Black and his team for the last seven years, I confidently recommend them for their exceptional professionalism, extensive understanding and knowledge, and dedication to quality work. The team consistently delivers results quickly and accurately.”

Linda D.CPA

“Bill has been an advisor to me for almost 10 yrs and one of his greatest attributes is his availability and knowledge of tactics and plans to achieve our goals. He is an asset!”

V.S., M.D.Client

“Words cannot describe my appreciation for Bill, Julie and Kelly. Their professionalism, responsiveness, and knowledge in Pension Administration has been nothing less than outstanding. They handled launching my defined benefit and 401K program at my Medical group of 75 employees and 8 offices. Additionally, Bill's knowledge and experience in life insurance is very useful. They go above and beyond their services. I have recommended them to many of my friends who now utilize their services. On a personal note, Bill and Kelly make it a point to join me for breakfast and coffee any time I'm in Florida (usually at Disney World Hotels). Also, he flies out to meet me in Los Angeles at least once a year.”

Jamie L., D.O.Client

“Bill and his team have been beyond helpful for our company. They are always quick to respond to emails or calls and willing to help as long as it takes. Bill will always go the extra mile. We trust him and his team in doing what is best for our company.”

Jaime S.Client

“I love working with Bill and his team. Everyone in the office is great. They are quick to respond, so helpful, and very knowledgeable. They make me feel as though I’m their only client. I couldn’t imagine using any other firm.”

Cynthia M.Client

“Bill always gets back to us very quickly and thoroughly answers any questions we have. He also makes an attempt to meet us in person a couple times a year at the office for a review and to answer any employees' questions. Bill is a nice guy.”

Kevin L., Esq.Client

“Bill’s financial insights and uncanny ability to simplify and explain complex investment questions is truly remarkable.”

Don S.Client

“We highly recommend W.H. Black & Company! Bill, Julie, and the entire team have always provided excellent knowledge and customer service regarding the administration of our company’s 401K and profit-sharing plans. As a long-term client, we have always relied on them to expertly provide the information and direction we need, as well as the answers to any questions we have.”

Amber W.Client

“Bill and his team combine exceptional responsiveness with real financial impact, having saved my clients hundreds of thousands of dollars. What makes them stand out even more is their calm, composed approach and their commitment to educating clients every step of the way.”

Joey P.CPA
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

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