In a franchise or independent business, every benefit creates a position of competitive advantage.  Tenet Financial Group offers you Qualified Retirement Plan Consulting and Pension Administration Services in an economical and customized approach making it possible to seize every opportunity to build a formidable franchise or independent business.

Plan Design and Installation

Tenet Financial Group can provide you with our pre-approved volume submitter documents for developing your qualified retirement plan for faster and more convenient implementation.  Our consultants can personally work with you to assist in the plan design, ensuring that the plan reflects your business specifications and objectives.

Take-Over of Existing Plan

We will review your plan documents, participant communication materials, and prior administration reports to interpret your plan provisions and ensure a smooth transition. This enables us to determine if any amendments are required for plan compliance and allows us to make recommendations regarding improvement.

On-Going Annual Administration

Tenet Financial Group provides all on-going annual services, including mandatory testing to demonstrate compliance, participant statements, employer reports, and signature-ready 5500 series tax forms for the IRS.

General Consulting

Retirement laws are complex in nature and, as such, we believe it is necessary to have an open line of communication with you to provide understanding of the provisions and governing regulations concerning your plan. Our consultants are highly trained and invest considerable time working with the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation, the governing agencies that regulate all employee benefit plans.