Colonial Bonds & Insurance


We will discuss each clients specifics needs and work directly with you to design a plan that will achieve your company and employee retirement goals. We will be with you each step of the way to ensure your company and employees make the most of a brilliant financial future.

  • Design & maintain qualified retirement plan documents
  • Accurate plan trust accounting
  • Any and all required compliance testing
  • Calculations and Testing to include New Comparability, Age-weighted, Cross-Tested, Pro rata, Integrated, etc.
  • Preparation and filing for governmental forms (Form 5500, Form 8955-SSA, Form 5330, etc.)
  • Company annual retirement plan report
  • Customized annual participant statements
  • All annual plan notices for participants (Safe Harbor, QDIA, etc.)

Complimentary Review