Founded in 1982, Stephen H. Rosen & Associates specializes in the design, implementation and administration of tax-advantaged retirement plans. The firm serves businesses and organizations. It offers review options for existing plan documents. Stephen H. Rosen & Associates also provides consulting services. The firm offers cash balance, profit sharing, new comparability and money purchase pension plans. It provides analysis and recommendations on tax options, as well as assistance with preaudit compliance programs. The firm prepares summary plan descriptions, documents, and comprehensive valuation and administrative reports. In addition, it calculates deductible employer contributions. Stephen H. Rosen & Associates manages an online newsletter.
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