HA&W Benefit Advisors, LLC - Retirement & Benefit Plan Consultants
Your Company's Retirement Plan Should Be More Than Just Another Benefit.

Our Services

Our Service Model

An experienced consultant is assigned to each client. For easy and timely communication, clients are provided with the direct dial telephone number and e-mail address for the assigned consultant.

Services

  • Plan Design
  • Plan Documents
  • Plan Administration
  • Annual Actuarial Funding Valuations
  • Daily Valuation & Recordkeeping
  • Compliance Testing
  • DOL Form 5500 / Government reporting
  • Financial Accounting under GASB and FASB
  • PBGC Form
  • IRS/DOL Audit Assistance
  • Large Plan Audit Assistance
  • Plan Termination Consulting
  • Consultation
  • Enrollment Assistance
  • Advisor Assistance
  • Concierge Services

 
 
To learn more about how your company's retirement plan can be more than just another benefit, contact us at 770.353.3232.
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