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Werntz & Associates offers a 360-degree integration to over 27 payroll companies and major recordkeepers. We work quietly in the background without having to bug clients for data.
At Werntz & Associates, we believe that a professional employee benefit consulting firm should: Be completely independent and exclusively represent clients; Provide a broad range of services, including actuarial, objective setting, plan design, administrative, and communication services;
Werntz & Associates, Inc. was established in the belief that the medium sized and small metropolitan areas of the country need professional actuarial, administrative, and consulting services on a localized basis, and that these small cities could and would support such a professional firm.
In simple terms, the 401 (k) Plan allows an employee to choose between receiving his full salary in cash or having a portion of it deferred to a tax sheltered, interest bearing retirement plan. The money contributed to the plan is not reported for income tax purposes.
Carefully chosen service relationships with quality investment providers highly complement Werntz & Associates’ administrative, consulting and compliance services. The companies listed below provide outstanding customer service and quality funds.
Tulsa. 9810 East 42nd Street South, Suite 213, Tulsa, OK 74146
Werntz & Associates is the only TPA offering a “universal translator” between payroll and recordkeeping, solving one of the retirement industry’s perennial problems. Clients flexibly choose the best HR and payroll solution for their needs while maintaining payroll-to-recordkeeping integration.
Our firm is one of a few consulting firms who devotes its time exclusively to the field of employee benefits. The firm has grown substantially since its founding in 1969, and today maintains offices in Louisiana, Oklahoma and Texas.
Plans must comply with the general non-discrimination rules of 401 (a) (4), permitted disparity rules of 401 (a) (5), minimum participation of 401 (a) (26), coverage requirements of 410 (b), maximum compensation of 401 (a) (17) and maximum contributions and benefits of 401 (m) and ADP test.
Tulsa. 9810 East 42nd Street South, Suite 213, Tulsa, OK 74146