In addition to the technical superior prototype Qualified
Plans we offer, we can provide full administration services
for your Qualified Plans.
While Qualified Plans are
valuable service and can be significant source of large,
long term deposits, we know that they can also be a source
of anxiety for financial institutions.
We are committed to working
with you to make Qualified Plans a real asset to your Institution.
The IRS is well aware that
retirement plans mean large deposits, large deductions and
the potential for abuse by employers.
The IRS requires strict
record keeping and reporting to prevent abuses, protect
employees and collect proper taxes.
Whether you need a SEP,
profit sharing plan, money purchase plan, or a 401(k) plan,
CWF can provide you with not only and IRS-approved plan,
but all of the supporting services including forms, consulting,
education, Qualified Plan Procedures Manual, as well as
full administrative services.
