IRS newsletter geared toward retirement plan practitioners, presents information about retirement plans. View their current edition, browse the newsletter archive, or subscribe to future editions.
information and answers to a variety of questions about who is a fiduciary and their responsibilities under the Employee Retirement Income Security Act (ERISA).
Working with Black Creek allows you, the advisor, to focus on growing plan participation and assets while we ensure the plan's compliance with governmental regulations.
Our goal is to become an extension of your firm and your most reliable partner. If you look good, we look good!
Black Creek Retirement Plans, Inc. is at the forefront of this quickly changing industry and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients.
We are proud that so many of our clients have repeatedly turned to us for guidance and assistance, and we work hard to earn their loyalty every day.
Black Creek's services are rendered strictly on a fee-for-service basis and openly disclosed. Our fees are competitive and benchmark as reasonable.
You know in advance exactly what our fees will be for any potential client.
No guesswork, no hidden fees and no waiting for a quote.
“During our audit, the IRS auditor commented 'this lady knows her stuff. You're lucky you changed TPAs.' Glad we found you. You're the best!”
- Dr. David P., Murfreesboro, TN
"Heather says you're the best and the fastest. I see why she says it."
- Kevin, Auditor, Jacksonville, FL
Our strategy is to be our client’s foundation and coordinate with the tax, legal and financial advisors that also serve our clients to help ensure that the client’s objectives are a common goal and their retirement plan remains in compliance with government regulations.
In order to operate objectively, in the best interests of the retirement plan, its participants, and the plan sponsor, Black Creek Retirement Plans, Inc. maintains complete independence from any outside individual or entity and does not sell any financial products or offer tax advice.
Our processes and experience make it easier for you to retain current clients and add new ones.
We communicate, in plain English, and keep you in the loop at all times!
“We think you'll LOVE working with Laura. It's rare to find someone as practical, funny, smart and on top of things as she is. She makes things happen”
- Trisha, Jacksonville, FL