Lynette Lavie Buras & Associates, LLC

Independent Third-Party Administrator (TPA)

As a fee basis only independent TPA we can work with your other consultants (accountant, financial advisors, attorneys) to design the best retirement plan for you and your employees.   For sole-proprietors we can assist in maximizing the tax-deductible contribution with the minimum earned income.

We can review at no charge your current plan to determine if the owners are receiving the maximum allocation to the plan allowed by the Internal Revenue Code.

Retirement Plan Services for

Profit Sharing and 401(k) Plans

Money Purchase Pension Plans

Class based allocation Profit Sharing Plans

Defined Benefit Pension Plan

403(b) Institutional Plans

Multiple Employer Plans

 Retirement Plan Installation

Plan Design

Plan Documents

Employee Meetings

Annual Plan Administration Services

Calculation of maximum tax-deductible contribution

Calculation and review of all anti-discrimination tests including;

           ADP and ADC Discrimination Test

           Participation Test

           Top Heavy Test

Complete Annual Valuation including preparation of:

         Individual Participant Statements

         Signature ready Form 5500 and required Schedules

         New Participant enrollment, terminations and participant loans

         Summary Annual Reports

Please contact us to discuss your retirement plan needs.

(504)482-0044            fax (504)342-2381