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Olson & Swenson, Inc.

Financial Services Companies

Description

Olson & Swenson, Inc. provides actuarial and pension consulting, and retirement plan administration services. It administrates qualified retirement plans, including defined benefit pension plans, profit sharing plans, money purchase pension plans, target benefit plans, and age-weighted contribution plans. The companys services include calculation of minimum required and maximum tax deductible employer contributions; contribution calculations for simplified employee pension plans; preparation of actuarial valuation reports; minimum participation, coverage, and discrimination testing; preparation of pension benefit guaranty corporation forms, individual participant benefit certificates and summary annual reports, and beneficiary and joint and survivor forms; participant benefit calculations; and overall compliance review. It provides proposals and design work, plan termination calculations, and participant loan documentation. The company offers filing for IRS favorable determination letters, as well as preparing summary plan descriptions. It offers services to small and medium size businesses, and professional practices. The company is based in Atlanta, Georgia. As of August 10, 2006, Olson & Swenson, Inc. is a subsidiary of Tegra Financial Partners.

Corporate Address

1827 Powers Ferry Road Building 24 Atlanta, GA30339-8410 United States of America

United States of America

770-850-9510

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