Retirement Plan

Retirement Plan - Columbia, Rock Hill

Burkett Burkett & Burkett Certified Public Accountants, P.A. offers experienced Retirement Plan Administration to organizations of all sizes. We provide services, setup, and administration of an IRS-approved Prototype 401(k)/Profit Sharing Plan Document. Working with our qualified professionals, are clients are provided with all necessary components for compliance with ERISA, including:

  • Plan Document
  • Adoption Agreement
  • Summary Plan Description
  • Participant Documents

Burkett Burkett & Burkett Certified Public Accountants, P.A. offers services in plan consultation and trust accounting. We provide Plan Assets Valuation and Allocation, as well as DOL/IRS required Annual Reports.  Working closely with our clients for their complete retirement-plan needs, we provide individual Participant Statements, Distributions and Loan Documents and Non-Discrimination Testing.

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Retirement Plan - Columbia, Rock Hill




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Retirement Plan - Columbia, Rock Hill




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