Census information spreadsheet for 2023 plan years - Please Click Here For Spreadsheet
At Striegel Knobloch & Company we offer services related to the design, implementation and administration of qualified defined contribution retirement plans for individuals and companies seeking to defer otherwise taxable income and prepare for retirement. We handle all aspects of the plan except for the investments, which are handled by investment advisors of the client's choice.
These services include but are not limited to:
- Analysis of qualified plan options
- Qualified plan design
- Third-party plan administration services
- Trust accounting reconciliation
- Series 5500 filings
- Plan termination services