Description
First Capital Benefit Advisors, Inc. is a third party administrator and actuarial firm with over 30 years of experience providing administration and actuarial services for retirement plans including Profit Sharing, 401k, Defined Benefit, and Cash Balance plans. They serve small businesses and corporations nationwide, focusing on compliance, plan design, valuations, and IRS audit representation.
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First Capital Benefit Advisors, Inc. is located at 4385 Ambercrest Pl, Westlake Village, CA 91362.
You can contact First Capital Benefit Advisors, Inc. by calling +1-8552448466.
First Capital Benefit Advisors, Inc. is listed under the following categories: Financial consultant .
First Capital Benefit Advisors, Inc. provides services in the following areas: Westlake Village, California, USA .
First Capital Benefit Advisors, Inc. offers the following products: Profit Sharing Plans, 401(k) Plans, Defined Benefit Plans, Cash Balance Plans, Frozen Money Purchase Plans .
First Capital Benefit Advisors, Inc. provides a range of services, including: Third party administration for retirement plans, Actuarial valuations and testing, Plan document design and maintenance, Preparation and filing of 5500 forms, Employee payout and loan document preparation, IRS and DOL audit representation, Non-discrimination testing for combined plans, Annual plan compliance and contribution testing, Beneficiary designation assistance, Estate planning referrals .
First Capital Benefit Advisors, Inc. specializes in: TPA and actuarial services, Retirement plan compliance, Plan design and redesign, IRS and DOL audit support, Annual valuations and testing, Employee census data analysis, Plan document amendments, Estate planning coordination .
First Capital Benefit Advisors, Inc. was established in 1995.
The languages spoken at First Capital Benefit Advisors, Inc. include: English .
First Capital Benefit Advisors, Inc. accepts the following payment options: Cash, Check, Visa, MasterCard, American Express, Discover, Invoice .
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