Strategic Partnerships That Deliver Results
At Nydia Retirement Solutions, we collaborate with CPAs to optimize tax savings and strengthen your client relationships.
For more than 25 years, our in-house actuaries and Retirement plan consultants have supported accounting professionals nationwide, ensuring every plan is compliant and efficient.
Together, we create outcomes that make you shine and help your clients achieve their goals using strategic plan design to maximize tax savings and financial success.
How We Support CPAs
- Plan Design Consultation: Tailored 401(k), Profit Sharing, and Cash Balance plan illustrations that align with your client’s business and tax goals.
- Tax-Efficient Strategies: Maximizing deductible contributions while maintaining plan compliance and minimizing year-end surprises.
- Compliance Oversight: Ongoing testing, monitoring, and annual reviews that ensure accuracy and IRS/DOL alignment.
- Collaborative Reporting: Clear data sharing and seamless coordination with your accounting team for accurate filings and client presentations.
Plan Examples to Support Client Conversations
Use our sample plan designs to share the difference the right structure can make for your clients’ financial outcomes.
Helpful Links & External Resources
Government and Regulatory Resources
- IRS Retirement Plan Contribution Limits
- IRS 401(k) Resource Guide for Plan Sponsors
- U.S. Department of Labor – Employee Benefits Security Administration (EBSA)
- PBGC – Pension Benefit Guaranty Corporation
- U.S. Small Business Administration – Retirement Plans for Small Businesses
Professional Associations
- AICPA Employee Benefit Plan Audit Quality Center
- AICPA Tax Section
- American Bar Association – Section of Taxation
Penalty, Correction, and Compliance Guidance
- IRS Employee Plans Compliance Resolution System (EPCRS)
- IRS 5500 Filing Requirements
- DOL Voluntary Fiduciary Correction Program (VFCP)
Tax Savings Calculator
Need help calculating a client’s potential tax savings? Reach out to our team, we’re happy to walk you through the process and create a plan scenario for you to review with them.