Is there an annual fee?

In order to ensure the structure remains in compliance with IRS and ERISA rules and procedures, the IRA Financial Group suggests that each of its clients elect to use IRA Financial Group’s annual tax compliance services. Our low annual fee includes tax advice on the structure and the 401(k) Plan, as well as includes the delivery of new Plan documents in the case of a change in law. In addition, IRA Financial Group will work with you to coordinate the filing of any IRS information returns as well as the attainment of the annual business appraisal.

Please contact one of our IRA Experts at 800-472-0646 for more information.