SPS and CPAs- Perfect Together
Your clients value your service, expertise, and judgement. And they expect these qualities in the professionals you work with. All of our CPA clients are assigned an ASPPA-credentialed administrator to ensure their clients are receiving responsive, expert advice related to their retirement plans.
With recent changes in retirement plan regulations, combining 401k plans with Cash Balance/Defined Benefit plans has been a hot topic for small business owners and their CPAs. SPS’s TPA and actuarial services for these plans ensures that your clients have a single point of contact for all retirement plan needs. The SPS difference:
- All of your tax clients are assigned to a single administrator so you have a single, dedicated point of contact
- Your client’s SPS administrator will consult with you too
- Prioritize contribution calculations for CPA referred clients
- SPS provides comprehensive Defined Contribution and Defined Benefit services
- SPS works seamlessly with producing CPAs
