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New Pension Law Requirements - Open Choice 401(k) helps Plan Sponsors meet new requirements.

 

  What We Offer    
 

 

Innovative solutions for your most important financial matters 

Business Services
Accounting systems, record keeping, long-term planning, tax and compliance

Employee Retirement & 401(k) Savings Plans
Benefit plan design with superior administration

Financial Planning
Financial and investment strategies

Tax Preparation Business, Personal, Trust, Estate

Tax & Estate Planning Professional guidance for the road ahead

Classes We Offer

   
   
   

 

   
   

 
   

    We See The Forest . . . And  The Trees

 
Retirement Plans  
 

 

Why Choose O'Neil & Associates to administer your Plan?

Plan Start-Up
Our experienced professionals will help you design a winning plan for your Company and your employees.

Transfer Your Plan
It's simple to transfer to O'Neil & Associates, Chtd.

Try Open Choice 401(k) - Access our demo plan to discover all the advantages our web based retirement plan provides.  (Request Trial Login ID and password.)

Are You a Financial Advisor? -  Provide your clients with quality investment choices at competitive prices. We sell no investments.

 
     
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