Vaughan & Associates, Inc.
is an independent retirement plan administration firm that specializes in the
design and administration of qualified retirement plans. Our firm has been
providing retirement plan administrative services for over 25
years.
The majority of our clients
sponsor defined contribution plans (401(k) or Profit Sharing). Our services for
defined contribution plans include annual allocation reports, participant
benefit statements, benefit payout packages for terminated employees, and
various other administrative forms as required. Preparation of annual IRS 5500
Series forms is also provided.
We also provide complete actuarial and administrative services for defined
benefit pension plans. Our services include annual actuarial valuation reports
and any other information required by the client’s accountant for financial
reporting purposes. Preparation of annual IRS 5500 Series forms is also
provided. We are also available for participant benefit calculations and plan
benefit studies as requested.
Our goal is to provide all clients with quality administrative services on a
timely basis. Our account managers are experienced in both “balance forward” and
“daily” administration. With an experienced staff we are able to customize our
administrative services to meet the needs of all clients.
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Position the client's interest first
In addition to traditional
recordkeeping for defined contribution plans, we also provide daily
recordkeeping for defined contribution plans. Each participant can
access his account at any time through the Internet or by using our
800 access telephone line.
Our
principal actuary is an Enrolled Actuary, a Member of the American
Society Pension Actuaries, and Associate in the Society of
Actuaries, and a Member of the American Academy of Actuaries. Our staff members are educated through ASPPA. We have 3 QKA'a (Qualified 401(k) Administrators) on staff.
About Us