Our Services |
Plan Design and Set up
Each business is unique and your employee benefit plan should reflect the unique requirements of your business. Dermody, Burke & Brown will help you analyze your needs and build a plan to help you meet your retirement planning goals.
- Plan Design
- Plan Document preparation
- Preparation of Summary Plan Description and other administrative forms
- Preparation of necessary Amendments to keep your plan in compliance
Third Party Administration Services
Our retirement plan administration services can vary based on your needs. From consulting projects to daily valuation plans we can offer services that will fit the needs of your business:
- Daily, Quarterly, Semi-annual or Annual Plan Valuations
- Cash or Share Accounting Methods
- Eligibility Determination
- Allocation of Employee Deferrals
- Allocation of Investment Gains/Losses
- Loan Administration
- Non-discrimination & Coverage Testing
- Preparation of Form 5500
- Preparation of Forms 1099-R, 1096 and 945
- Participant Web Access
- RS DOL Audit Representation
- Trust Accounting
- Allocation of Employer Contributions
- Distribution Processing
- Participant Statements
- Fee Disclosures
- Preparation of Summary Annual Report
Consulting Services
We act as an outside consultant when businesses already have an Investment Manager and Third Party Plan Administrator, but prefer to have an object review of their plan. We are able to review plan design, cost structure and administrative practices.
Tina D’Agata
Tina is a Senior Manager at Dermody, Burke & Brown in the Retirement Plan Design and Administration department. As an employee at the Firm for over fifteen years, her seasoned experience in the Industry allows her to efficiently design, prepare and administer retirement plans for a variety of clients. Tina personally meets with clients and staff to discuss employee benefit options and assists the CPA Firm with their audits of employee benefit plans. Tina is proactive in her retirement planning approach and attends educational seminars to keep abreast of the many changes that occur within the industry.
Tina is a graduate of Hartwick College and a leading member of Dermody, Burke & Brown’s Young Professional Committee and Wellness Committee. She is a board member and Finance Committee member of the Gingerbread House of Syracuse, a board member and Secretary of the Thousand Island Park Cottage Owners Association, Inc., a member of the United Way of CNY Young Leaders United, and is actively involved with the Blessed Sacrament School. Tina is a 2016 graduate of the Nourishing Tomorrow’s Leaders Program, designed to increase the diversity of not-for-profit boards and leadership in the Central New York area. She is also a 2016 40 Under Forty Honoree.