Retirement Plan Design & Administration Services

Retirement Plan Design & Administration Services

Offering attractive benefits and retirement plans is crucial to recruiting and retaining a loyal and effective workforce - and can have the added benefit of reducing an employer's tax burden significantly. Analyzing the choices - and the legal, tax and reporting implications of each - can be daunting. At Dermody, Burke & Brown, we specialize in helping our clients determine their needs, compare their options, and build custom benefits packages and retirement plans to meet their unique objectives.

DB&B's Retirement Plan Design & Administration Services Group has administered plans for companies ranging from one individual up to large multi-location firms. With combined experience of over 75 years and continuous education and training, we have the knowledge needed to design and administer a plan that is beneficial for your company.  We provide our clients with customized advice and solutions based on "the three E's": experience, education, and expertise. In an independent survey, 97% of clients rated our department positively and would recommend DB&B to other companies that need similar services. We work as a cohesive team under the guidance of a Certified Public Accountant specializing in the tax and benefits area and our clients receive highly responsive expert advice. Our memberships in The American Institute of Certified Public Accountants (AICPA), The New York State Society of Certified Public Accountants (NYSSCPA), and The Society for Human Resources Management (SHRM) help our staff to maintain skills and increase knowledge, and give us access to a network of professionals on whom we can call should an unusual issue arise.

We offer customized plan design, individualized attention, and the ability to work with any investment manager/broker of your choice.