We have detected that you do not have the Flash 8 player installed.
Please Click Here to download plugin.

Stephen H. Rosen & Associates specializes in the design, implementation, and administration of tax-advantaged retirement plans for various types and sizes of businesses and organizations.

Our team of experienced professionals works closely with our clients and their advisors through every phase of the retirement planning process, from the initial needs assessment and data coordination to plan design and document preparation.

Please explore our web site to learn more about our company and the services we have to offer. You'll see from our qualifications that we are equipped to handle your needs.

Don't forget to visit our online newsletter library, which is a comprehensive resource for qualified retirement plan information. A new newsletter is added to the library every other month keeping you abreast of legislative and administrative issues. Please bookmark our site and visit us again soon.

401(k) the "Hottest" Benefit Plan in Town.

A 401(k) plan is a special type of profit sharing plan that is flexible and enormously popular. Like a traditional profit sharing plan, a 401(k) plan allows employees to choose whether to receive a portion of their income in cash, fully taxable, or to defer receipt of income, and payment of taxes on the income, until retirement.
Contribution Limits to 401(k) Plans

No less than three separate sections of the Internal Revenue Code limit contributions made to 401(k) plans. And of course, each of these code sections are different. Visit our knowledge pieces.
Safe Harbor 401(k) Plans

A 401(k) plan permits employees to elect to contribute a portion of their compensation (an "elective deferral") to the employer’s retirement plan rather than receiving the compensation. Visit our knowledge pieces.
Large Plan Audit Guidelines

Complying with the U.S. Department of Labor (DOL) regulations results in
significant plan administration and accounting fees on large retirement plans. Visit our knowledge pieces.


Tell me more about effective Plan Design and Administration...	Access my company account, request a change, Upload your employee census, obtain more information...	My client(s) need professional plan services; I need a trusted source...

shrosen.com 2012 (D)

401(k) the "Hottest" Benefit Plan in Town.

Contribution Limits to 401(k) Plans

Safe Harbor 401(k) Plans

Large Plan Audit Guidelines