Derby

Derby & Company, Inc. provides each client with personalized service. Each client is assigned a specific professional as their consultant. We value our client relationships and are committed to delivering the highest quality of service. Our consultants develop a solid and dedicated relationship with you and provide a customized plan exclusively for your business or practice. We identify your objectives and design your plan to reflect those objectives so that ultimately all parts are working towards achieving your retirement goals. We are a full service consulting firm specializing in the design, implementation, and administration of qualified retirement plans for small and medium sized businesses. As an independent firm, Derby & Company, Inc. can work with all of your advisors. We provide all aspects of plan administration for qualified Defined Contribution and Defined Benefit Plans, including 401(k) plans, profit sharing plans, money purchase plans, age-weighted plans and cross-tested new comparability plans. Our Services Include: Annual review of plan design Reconciliation of plan assets Calculation of employer contributions Daily account valuations Balance forward accounting Preparation of valuations Employee benefit statements Loan administration IRS Form 5500 Non-discrimination testing ERISA, DOL and IRS compliance Our staff of experienced, seasoned professionals remains ready to review and evaluate your plan as changes in your company's demographics may suggest a change to your plan design. We also remain available to work closely with your accountant and attorney to provide you with the best possible options as laws and regulations governing retirement plans change constantly. Our team has a total combined experience level of more than 100 years in the administration of qualified retirement plans. Consultants meet weekly to discuss IRS and DOL regulation changes in the retirement plan industry, and attend seminars and workshops to remain current with pension law. Our consultants will work closely with you to administer and maintain your plan's compliance. They are available whenever you have a question. Communication will be sent to you throughout the year, keeping you abreast of any tax or regulatory changes.