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Working Hours

Open Now
  • Monday
    08:00 - 16:00
  • Tuesday
    08:00 - 16:00
  • Wednesday
    08:00 - 16:00
  • Thursday
    08:00 - 16:00
  • Friday
    08:00 - 16:00
  • Saturday
    Closed
  • Sunday
    Closed

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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Frequently Asked Questions (FAQs)

Where is First Capital Benefit Advisors, Inc. located?

First Capital Benefit Advisors, Inc. is located at 4385 Ambercrest Pl, Westlake Village, CA 91362.

What is the phone number for First Capital Benefit Advisors, Inc.?

You can contact First Capital Benefit Advisors, Inc. by calling +1-8552448466.

What categories is First Capital Benefit Advisors, Inc. listed under?

First Capital Benefit Advisors, Inc. is listed under the following categories: Financial consultant .

What areas does First Capital Benefit Advisors, Inc. serve?

First Capital Benefit Advisors, Inc. provides services in the following areas: Westlake Village, California, USA .

What products does First Capital Benefit Advisors, Inc. offer?

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 .

What services does First Capital Benefit Advisors, Inc. provide?

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 .

What does First Capital Benefit Advisors, Inc. specialize in?

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 .

When was First Capital Benefit Advisors, Inc. established?

First Capital Benefit Advisors, Inc. was established in 1995.

What languages are spoken at First Capital Benefit Advisors, Inc.?

The languages spoken at First Capital Benefit Advisors, Inc. include: English .

What payment methods are accepted by First Capital Benefit Advisors, Inc.?

First Capital Benefit Advisors, Inc. accepts the following payment options: Cash, Check, Visa, MasterCard, American Express, Discover, Invoice .

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Working Hours

Open Now
  • Monday
    08:00 - 16:00
  • Tuesday
    08:00 - 16:00
  • Wednesday
    08:00 - 16:00
  • Thursday
    08:00 - 16:00
  • Friday
    08:00 - 16:00
  • Saturday
    Closed
  • Sunday
    Closed

Languages

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Reviews

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