BOSTON AND LEOMINSTER, MA…
William R. Hackler, CLU, QPA, QKA, APR, president and founding partner of Hackler Associates, Inc. and his son, William D. Hackler, QKA, Managing Partner at the company, have recently received designation as Enrolled Retirement Plan Agents (ERPA).
Hackler Associates provides corporations with full service retirement plan administration and consulting. Both William R., and William D. Hackler have been approved by the Internal Revenue Service (IRS) to practice before the IRS on certain retirement plan issues.
Very few retirement plan administrators hold this designation and to obtain it, the Hacklers passed two comprehensive exams given by the IRS. Both were eligible to take the exams because of their thorough knowledge of Tax Code requirements that apply to qualified plans and the ethical requirements under Circular 230 for practicing before the IRS.
The IRS has established that only those authorized to practice before the IRS can sign the a Power of Attorney form including attorneys, certified public accountants, actuaries, appraisers and enrolled agents. As a result of this IRS procedural change, retirement plan professionals must also have this designation. With the ERPA designation, the Hacklers will continue to communicate with the IRS regarding retirement plan audits.
About Hackler Associates
Founded in 1974, Hackler Associates provides full-service employer sponsored retirement plan administration and consulting to corporations. The company’s experienced and knowledgeable team of six assists employers in the design, implementation, administration and communication of a wide range of retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. Services offered by the company include: plan design and implementation; Defined Contribution Plan recordkeeping and administration; Defined Benefit Plan actuarial services and administration and annual compliance testing and government reporting.
Hackler Associates is located at 975 Merriam Avenue, Suite 200 in Leominster. For more information, contact 978-847-0140 or visit the website at http://www.HacklerInc.com.