addition to the technical superior prototype Qualified Plans
we offer, we can provide full administration services for
your Qualified Plans.
Qualified Plans are valuable service and can be significant
source of large, long term deposits, we know that they can
also be a source of anxiety for financial institutions.
are committed to working with you to make Qualified Plans
a real asset to your Institution.
The IRS is well aware that retirement plans mean large deposits,
large deductions and the potential for abuse by employers.
IRS requires strict record keeping and reporting to prevent
abuses, protect employees and collect proper taxes.
you need a SEP, profit sharing plan, money purchase plan,
or a 401(k) plan, CWF can provide you with not only and
IRS-approved plan, but all of the supporting services including
forms, consulting, education, Qualified Plan Procedures
Manual, as well as full administrative services.