How We Can Serve You
Retirement solutions that fit your specific needs and goals.
Our Services
From strategy to execution, we're here to help.
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Whether you would like to set up a new retirement plan or make changes to an existing plan, we can help you evaluate your options.
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Are you trying to recruit or retain key executives? A non-qualified deferred compensation plan can be an important element of a competitive total compensation package.
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If administering your retirement programs is taking too much time and resources from you and your staff, we can relieve some or all of the burden by helping you streamline your administrative processes or providing you with total outsourcing services.
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Are you concerned if your retirement plans are in full compliance with the law or operating within plan terms? Are you considering buying another company and need to know if there are any hidden problems with your target company’s plans? We can give you peace of mind and potentially save you thousands of dollars.
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Are you considering finding a new service provider for your retirement, 401(k), 403(b) or 457 plan? Do you want to make sure you are getting fair and competitive pricing with your current providers? We can facilitate and guide you through a vendor search using our tried and proven process.
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Are you being audited by the IRS or DOL? Have you discovered past problems with your retirement plans? We can guide you through the audit process and corrective measures
Your Bay Area Experts in Retirement Success
Our team can craft a custom retirement plan to help you meet your objectives.
From plan design and implementation, to compliance, administration, government reporting and filings, and ongoing plan support and consulting, we’re your experts in retirement services.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
Preparation of government filings
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies.
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Traditional Cash balance or Defined Benefit plans
Combos 401(k) and Cash Balance options to maximize tax deferred savings
Variable Annuity Plans
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Allows employees to become partial owners of the company through stock allocations
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Employer-funded retirement plans where contributions are discretionary
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Tax-advantaged retirement savings plan for employees of public schools, non-profits, and certain religious organizations, allowing them to invest pre-tax income for retirement
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Tax-deferred plans for government and certain nonprofit employees, allowing flexible contributions and penalty-free withdrawals upon separation from service.
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Allows select employees to defer a portion of their income to a future date, offering tax advantages and flexible retirement savings beyond qualified plan limits.
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Employer-funded, non-qualified plans that provide additional retirement benefits to key executives beyond standard retirement plan limits.
A Customized Approach
How we can serve you throughout the year:
Our team works with you throughout the year to ensure you minimize your tax liability, maximize your retirement savings, stay compliant, and effectively meet your goals.
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![Carlson Quinn focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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![Carlson Quinn focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![Carlson Quinn focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
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![Carlson Quinn focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
Personal Design. Local Service. National Support.
Carlson Quinn’s local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client.
Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in the small business community, we can create a solution tailored for your business and your people, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
10+
Retirement Consultants
200
Total Plans Administered
375+
Retirement Consultants
32K+
Total Plans Administered
$2.5B+
Assets Under Management
Carlson Quinn’s Local Expertise & Service
$54B+
Plan Assets Under Administration
Strongpoint Partners’ National Infrastructure
35+
Avg Design Specialist Tenure
9.5
Average Client Tenure
~1K
New Plan Designs/Year
