PARTNERS
Calvin Martin and Company, PLLC
All retirement plans require an annual audit performed by an independent certified
public accounting firm. However, proper administration and reporting by Five
Star Retirement Professionals, LLC will generally eliminate the need for an
audit for those firms with fewer than 100 employees.
Five Star Retirement Professionals, LLC is affiliated with
Calvin Martin & Company, PLLC, a certified public accounting
firm. CMC boasts more than 20 years of experience in auditing
Defined Benefit and Defined Contribution retirement plans. In
fact, CMC has developed the audit of retirement plans as a specialized
niche and, as such, is able to offer very competitive audit fees.
CMC’s audit practice of retirement plans has not only
successfully passed stringent peer review requirements for the
last 20 years, this practice has also received a high rating
from the Department of Labor.
In addition to holding their auditing practice to the highest
quality standards, CMC is a member of the AICPA
Employee Benefit Plan Audit Quality Center, which provides members with helpful
resources and tools relating to employee benefit plan auditing
as well as the activities of the Center. Their membership allows
them to keep abreast of the latest developments in reporting
and many other aspects associated with retirement plan audits.
Visit
Calvin Martin & Company's Website
Axis Insurance Agency, Inc.
Another of our valuable partners, Axis Insurance Agency, Inc. is an independent
insurance agent offering fidelity bonds required by ERISA for retirement
plans.
When establishing a retirement plan for any small business,
the owner must obtain a fidelity bond to protect their plan from
any misuse of funds by those entrusted with the assets of the
plan. To ensure your security as an employer, Axis will aid you
in obtaining a bond for at least 10% of the value of your plan’s
assets and may advise you to purchase a blanket bond in the event
that there is more than one individual who handles funds.
An asset to the retirement plan administration services we
offer, our involvement with Axis allows for even greater security
and peace of mind for business owners like you.
Visit Axis Insurance Agency's Website
Spa Guardian
A full-service consulting company, Spa Guardian helps clients manage every
aspect of their Spa & Resort business, including Operations, Finance,
Marketing and Management. Their consulting services will help identify goals,
streamline operations and create an atmosphere focused on growth and success.
In addition to the benefits of their consulting services, Spa Guardian has
partnered with us to develop a specialized retirement plan model for the
spa industry.
Visit Spa Guardian's Website |
