Plan Design Plan Document Preparation & Maintenance Plan Administration & Compliance 401(k)/Profit Sharing Plan Consulting Actuarial Consulting Governmental Form Preparation Merger and Acquisition Consulting Merger & Acquisition Consulting Acquisition of a company can be a complicated process. We provide the merger and acquisition consulting to all our employers as it can effect a company's retirement plan. We understand the need for this kind of consultation to have a structure and limitation. Whether it is a merger or an acquisition through stock or asset purchasing, we give support to all kinds of prospects.

Plan Design Plan Document Preparation & Maintenance Governmental Form Preparation Plan Administration & Compliance 401(k)/Profit Sharing Plan Consulting Actuarial Consulting Governmental Form Preparation Merger and Acquisition Consulting Inconsistencies in a retirement plan lead to audits from the IRS. Our company is fully equipped to handle any scrutiny that a retirement plan can come under. The team members in our team have made it their priority to know the law. With experience collected over decades of being in the field of retirement planning, we put your plan under internal scrutiny. The government form preparation is done with transparency and maximum details, as required, in order to keep the records of the company straight. Our valued team members understand the technicalities and delicacies of the legal responses in the event of a scrutiny from the IRS. We give support to our clients in their legal meetings, and negotiations with the said agencies and resolving the issue.

Plan Design Plan Administration & Compliance Our Services Actuarial Consulting Plan Correlation & Government Filing Other Plan Related Services At EPS we understand the intricacies of designing all retirement plans. The rules defined by IRS and the Department of Labour are meticulously followed to make your retirement plan a success. To be ready for retirement is a valued feat at our company. We assure assistance to our employers from the very beginning of any and all administrative programs which include 401(k), mergers, acquisition, actuarial consulting and more.

Erisa Pension System is a Third Party Administrator offering employers comprehensive services on the design, planning, and administration of all types of qualified retirement plans including 401(k), Profit Sharing, Defined Benefit, and Cash Balance Plans. FLAME FEST (6)_edited FLAME FEST (6)_edited 1/1 Innovative Design For Your Retirement Plans Our Advantage EPS offers employers comprehensive services on the design, planning, and administration of all types of qualified retirement plans including 401(k), Profit Sharing, Defined Benefit, and Cash Balance Plans. Our Procedure EPS works with each client on an individual basis. We tailor their plan(s) to best suit their needs and provide consulting advice on new rules/regulations and client’s ever changing business situation. Your Success EPS’s services lead to successful retirement plans which provide for employee retention and satisfaction, maximizing company tax benefits, and reaching ultimate financial success.

Resources Annual Limits Max Allowable Limits for 2025 & 2026 LTPTE Long Term Part Time Employees

Plan Design Plan Document Preparation & Maintenance Plan Document Preparation & Maintenance Plan Administration & Compliance 401(k)/Profit Sharing Plan Consulting Actuarial Consulting Governmental Form Preparation Merger and Acquisition Consulting Once the plan is finalized, we prepare the document keeping in mind the IRS guidelines and changing rules. The document prepared by our team is fully customized and clearly outlines how the plan will work. We provide our clients the service of submission of the document to the IRS. In case there are any regulatory changes or the client feels that the plan can be improved in any way, we make sure our team gets the job done. All necessary compliance documentation, as well as section edits and amendments are a part of the maintenance package that we offer.

Plan Design Plan Document Preparation & Maintenance Plan Administration & Compliance 401(k)/Profit Sharing Plan Consulting Actuarial Consulting Governmental Form Preparation Merger and Acquisition Consulting Plan Administration & Compliance Our client service is detail oriented and therefore, the management and administration plans are dealt with accordingly. Our teamwork is a fluid and timely. In order to execute the plan according to the set parameters, our service includes data collection, valuation reports, employee profit sharing allocation, all kinds of testing required before the plan is executed, preparation of all kinds of forms (IRS or otherwise), Annual Summary Reports, PBGC Premium Filings, and other compliance or administrative services.

Our Clients I'm a Paragraph. Click me to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me and you can start adding your own content and make changes to the font. It’s easy. Just click “Edit Text” or double click me. It’s easy. Just click “Edit Text” or double click me. CLIENT STORY // 01 I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me and you can start adding your own content and make changes to the font. Feel free to drag and drop me anywhere you like on your page. I’m a great place for you to tell a story and let your users know a little more about you. This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are. At Wix we’re passionate about making templates that allow you to build fabulous websites and it’s all thanks to the support and feedback from users like you! Keep up to date with New Releases and what’s Coming Soon in Wixellaneous in Support. Feel free to tell us what you think and give us feedback in the Wix Forum. If you’d like to benefit from a professional designer’s touch, head to the Wix Arena and connect with one of our Wix Pro designers. Or if you need more help you can simply type your questions into the Support Forum and get instant answers. To keep up to date with everything Wix, including tips and things we think are cool, just head to the Wix Blog! CLIENT STORY // 02 I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me and you can start adding your own content and make changes to the font. Feel free to drag and drop me anywhere you like on your page. I’m a great place for you to tell a story and let your users know a little more about you. This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are. At Wix we’re passionate about making templates that allow you to build fabulous websites and it’s all thanks to the support and feedback from users like you! Keep up to date with New Releases and what’s Coming Soon in Wixellaneous in Support. Feel free to tell us what you think and give us feedback in the Wix Forum. If you’d like to benefit from a professional designer’s touch, head to the Wix Arena and connect with one of our Wix Pro designers. Or if you need more help you can simply type your questions into the Support Forum and get instant answers. To keep up to date with everything Wix, including tips and things we think are cool, just head to the Wix Blog!

Use this calculator to calculate tax credits for setting up a retirement plan. This calculator takes into account provisions of Secure Act 2.0 Big Tax Credits When Starting A New Retirement Plan SECURE 2.0 enables small businesses (1-100 employees) to access significant valuable tax credits for starting a retirement plan this year. See your estimated savings by utilizing our tax credit calculator below Are you ready to Start a new Retirement Plan and utilize the tax credits? Click the button below to contact us now! info@epusa.net Mail Phone 305-895-4949 Contact US The calculations presented serve as mere illustrations and offer general information rather than tailored legal or tax advice. They are not intended, nor should they be considered as providing legal or tax advice or guidance. It is advisable to consult a tax professional to ascertain the exact amount of your tax credit.

Annual Contribution Limits 2024 Retirement Plan Limits Annual Limits For any participant born after 1976, the maximum dollar amount of employee Pre-Tax and/or Roth After-Tax 401(k) contribution is $24,500 . For any participant born in 1976 or earlier (other than between 1936 and 1966), an additional $8,000 “catch-up” contribution may be made, for a total Pre-Tax and/or Roth After-Tax 401(k) contribution of $32,000 For any participant born between 1963 and 1966, an additional $11,250 “catch-up” contribution may be made, for a total Pre-Tax and/or Roth After-Tax 401(k) contribution of $35,750 The annual compensation limit has been increased from $350,000 to $360,000 for plan years beginning in 2026. Annual Limits 2026.pdf

Plan Design Plan Document Preparation & Maintenance 401(k)/Profit Sharing Plan Consulting Plan Administration & Compliance 401(k)/Profit Sharing Plan Consulting Actuarial Consulting Governmental Form Preparation Merger and Acquisition Consulting Our team includes a 401(k) Profit Sharing Plan expert who dedicatedly works on this kind of administrative plan. Our client's visions for his employees are thoroughly investigated through our consultation before the plan is designed and executed. We take pride in our company's ability to come up with all kinds of tailored 401(k) plans that meet our employer's fiduciary obligations. With the help of our expert's guidance, we are able to give our clients strategic as well as tactical support to improve a plan that aims for accumulation and distribution. We have tailored reviews in place to help determine the employer's contribution allocations.