Pollard & Associates, A Strongpoint Partner

About

Pollard & Associates specializes in retirement plan design, administration, compliance, and actuarial services. We help plan sponsors establish and maintain the best retirement plan(s) to meet their goals and objectives in collaboration with their financial advisors and CPAs. Since 1970, we have built our reputation as one of the area's premier Third-Party Administrators by diligently serving our clients in the Greater Baltimore, Washington, and Maryland/Delaware Eastern Shore communities with high-level technical expertise and our commitment to service. We currently service over 1,100 retirement plans with a staff of 25 consultants, administrators, and actuaries. Our clients range from one-person Solo(k) and Defined Benefit (DB) Plans to 401(k) plans of all sizes, combo 401(k) and Cash Balance arrangements, and large, frozen DB Plans.

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401 profit sharing plan design, administration, defined benefit, cash balance plan design, pension & actuarial consulting, plan expense analyses

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