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Retirement Plans

Your employees are your organization’s greatest asset.

Ensuring their financial security with robust employee benefit plans and retirement solutions attracts and retains top talent and helps foster a motivated, loyal team. Navigating the complex world of benefit plans can be challenging, with strict compliance requirements, evolving tax laws, and exposure to costly errors. That’s why you deserve a dependable partner fully invested in your success—one that values collaboration, clear processes, and precision at every step.

Changing regulations, complex audit processes, missed deadlines, and communication gaps can create confusion and slow your progress. By collaborating with a dependable team focused on people and process, we help you overcome these hurdles together—ensuring compliance, clarity, and scalable benefit plans as your workforce evolves.

AICPA Employee Benefit Plan Audit Quality Center Member logo
ASPPA American Society of Pension Professionals & Actuaries logo
QKA Qualified 402(k) Administrator logo

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Services Overview

Annual Plan Audits

Benefit Plan Tax Services

File the required 5500, 990, Schedule A, or 11-K for your plan.

Defined Benefit Plan Audits

Ensure compliance for your pension, health and welfare, or deferred compensation plans or migrate to a new model.

Employee Contribution Plan Audits

Minimize risk and maintain compliance for your 401(k), 403(b), profit-sharing, or other defined contribution plan.

Initial Plan and Transition Audits

Start, stop, or merge benefit plans with customized audits and reporting.

Master Trusts and Multi-Employer Plans

Navigate disclosure requirements, investment allocations, and certifications for master trust plans.

Retirement Plan Third Party Administration (TPA)

Benefit Plan Design

Design a benefit plan tailored to your unique workforce and business goals.

Benefit Plan Administration and Compliance

Ensure your plan operates efficiently with customized compliance support.

Fractional TPA Services

Correct plan failures, streamline processes, and receive support with the IRS or DOL.

Retirement Plan Employee Education

Enable your employees to make informed decisions about their plan’s benefits.

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Meet the Team

Cindy Turner

Cindy Turner

CPA, QKA
Partner, Retirement Plan Services
Norfolk

Gary Kitts

Gary Kitts

CPA
Partner, Retirement Plan Services Leader
Norfolk

Thomas Healy

Thomas Healy

CPA
Partner, Employee Benefits Team Leader
Richmond

Tracey Dail

Tracey Dail

CPA
Partner
New Bern

Hillary Dorzweiler

Hillary Dorzweiler

CPA, MSA
Director
Harrisonburg

Robin Lam

Robin Lam

CPA
Director
Fredericksburg

Stacie Newnam

Stacie Newnam

CPA, QKA
Partner, Retirement Plan Services
Norfolk