Retirement Plan AdministrationLeverage the benefits of sponsoring a plan for your employees.

As a Third Party Administrator, Saltmarsh provides a full range of administrative, consultative and advisory services for all types of defined contribution plans. Our team of retirement plan consultants are well-versed in all areas of plan administration, from compliance audits and accounting to governmental reporting and testing. From installation to ongoing administration, our objective is to provide prompt, accurate and reliable service for both you and your participants. We stand by you every step of the way.

We offer a full range of administrative and consultative services for the following plan types:

  • 401(k) Plans (including Safe Harbor)
  • Profit Sharing Plans
  • Thrift Savings Plans
  • 403(b) Plans
  • 457 Plans

Plan Administration & Consulting

  • Plan and Trust Accounting
  • Account Statements
  • Discrimination Testing
  • Annual Governmental Reporting
    • 5500
    • 1099-R
    • 945
    • 8955-SSA
  • Plan Design and Analysis
  • Plan Implementation and Communications
  • Consulting for IRS and DOL Voluntary Correction Programs
  • Vendor Search and Competitive Analysis Assistance

Retirement Plans Customized For You

Our retirement plan consultants partner with you to identify key plan features and design a customized offering that will maximize your benefit as a plan sponsor, while also providing peace of mind for your employees as they strive to achieve financial independence and their retirement saving goals. 

We have found that the unbundled approach to retirement plan administration serves our client needs best. Therefore, we provide plan administration in conjunction with an independent Investment Advisor. When there is a separate TPA, Record-keeper/Custodian and Investment Advisor, each can provide a more focused level of service. 

This partnership allows us to focus on plan administration and compliance while the advisor focuses on providing the quality investment advice and guidance that you need to run a successful retirement plan.

Benefits include:

  • Corporate Tax Deduction on Contributions
  • Maximize Contributions to Owners
  • Attract and Retain Quality Employees
  • Reduced Federal Income Tax Withholding 
  • Contributions and Earnings Are Tax Deferred
  • Income Tax Credit (For Eligible Taxpayers)
  • Shared Responsibility – Employer and Employee Working Together Toward a Common Goal
  • Tax Credit Available to Small Employers
    • Equal to 50% of the Cost to Set Up and Administer a Qualified Plan for the First 3 years (Maximum Credit $500/year)

Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

ST. PETERSBURG
(727) 821-9200

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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