About Us
Griffin & Associates, exemplifies the best of American education, creativity, innovation, leadership and hard work. The principals and staff have demonstrated a commitment to personal and professional excellence, a willingness to explore new territories, and an ability to provide excellent results to clients and customers. They bring a variety of talents and accomplishments to this organization that make it unique in pension administration and an attractive partner in this growing area.
Plan participants and their advisors can be confident that all legal requirements have been carefully addressed to provide effective retirement strategies and security for their retirement income. The plan documents have been carefully drafted by a team of experienced, qualified tax professionals, relying on the guidelines promulgated in the Internal Revenue Code, IRS Rulings, Treasury Regulations, Department of Labor Regulations, and requirements of the Pension Benefit Guarantee Corporation. Our experience has shown a strong demand for the Fully Insured Defined Benefit Pension Plan in this marketplace.
While Congress has simplified the requirements to implement these plans, that has not eliminated the need to meet the other requirements of the Internal Revenue Service, the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC) in administering the plan in accordance with ERISA as amended. The duties of the plan administrator are set forth in the trust instrument, and center on record-keeping, filing of federal forms, and annual meetings with each employer.
JPC Retirement Services supervises the operational compliance of these plans and the administration of the 5500 series along with the plan amendments. JPC Retirement Services uses Revenue Ruling 74-307, the safe harbor, in determining the allocation of the funds to the life insurance contract and the annuity contracts. These policies mean that the plan sponsors, the participants and the plan sponsors CPA's can be confident that the plans will not be challenged by the IRS in the event of an audit.
Summary
We Administer
Plan Design, Plan Installation/Qualification, Plan Administration, IRS/DOL Filings, Actuarial Services.
Each of the corporate officers has at least ten years experience in the financial industries. These professionals have built their careers on collaboration, high professional standards and solid, consistent client-centered practice. They understand the importance of mutual support in creating successful long-term relationships.
Finally, the level of on-going support available to our affiliates cannot be surpassed. We have an experienced, well-qualified professional staff to monitor the legislative and regulatory changes affecting plan administration. The attorneys and cpa's affiliated with Griffin & Associate's, Inc are invited to participate in nationwide teleconferences at regular intervals.
Among Our Clients
Accounting Firms, Architectural Firms, Construction Companies, Financial Institutions, Law Firms, Medical Corporations, And many more.
Mission Statement
The mission of Griffin & Associates Design Group is to set the industry standard for excellence in plan design, marketing support, and plan administration for qualified and non-qualified retirement programs.