What we do
Celebrating 20 Years in Business in 2018!
Safe Associates, Inc. provides third party administrative services for defined contribution plans including 401(k), profit sharing and money purchase pension plans.
Safe Associates, Inc. works independently of investment firms, financial planners and advisors. We provide objectivity and balance centered on the needs, concerns and goals of our clients.
Safe Associates, Inc. has been built on relationships. We are dedicated to helping employers implement retirement plans that promote corporate goals and objectives while containing costs and giving employees a sense of security.
We specialize in these areas of practice:
- Design and installation of the plan
- Compliance review
- Record keeping for defined contribution accounts
- Preparation of participant statements
- Nondiscrimination testing
- Computation of benefits
- DOL and IRS corrective action filings
- Preparation of Form 5500