Correction of Retirement Plan Failures

Discovering a plan failure that might jeopardize your retirement plan’s tax-qualified status or ultimately cause an examination of your plan is daunting enough. Fixing the problem may be even more overwhelming for a plan sponsor with the unwieldy and complex retirement plan rules of today.

ORBA’s professionals provide practical solutions to help you solve and correct the most basic to complex retirement plan failures. Our professionals bring the knowledge and expertise to correct your plan failures, whether it is a plan document, operational or reporting issue, and bring it back in compliance with IRS and DOL rules.

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Correction of Retirement Plan Failures

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Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

Tax Pocket Guide

This handy reference tool includes current income tax brackets, estate and gift tax rates, standard mileage rates, and more.
Tax Planning Guide

This booklet provides detailed explanations to help individual taxpayers, investors, business owners and professionals with tax planning throughout the year.
Records Retention Schedule

This guide informs of how long to hold on to important business and healthcare documents.
Auto, Travel & Business Log

This booklet allows individuals to keep track of all business expenses in one central place.