Retirement Plan Services

jones-roth-retirement-plan-servicesRetirement Plan Services from one of Oregon’s most trusted CPA Firms

For 70 years, our Retirement Plan Services team has provided a number of services for the business owner, human resources department, benefits administrator and individual employees. We provide Oregon employers, plan trustees and plan participants:

  • Plan design and review
  • Investment advice and guidance
  • Plan administration (Third Party Administration-TPA)

Get a No-Cost Plan Review and Services Quote

Our third-party administration services are designed to keep you and your employees informed about your accounts and to keep you in compliance with ERISA guidelines.

  • Plan design and review
  • Investment advice and guidance
  • Plan administration (Third Party Administration / TPA)
  • Participant eligibility determination
  • Contribution calculations
  • Compliance testing
  • Form 5500 filings
  • Participant statements and annual notices
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

“Having the right people beside you means peace of mind.”

— Mark Reynolds, CPA

Retirement Plan Services Team


Mark Reynolds, CPA

Mark Reynolds, CPA

Retirement Plan Services Leader

Bio
Cheryl Opperman, QPA

Cheryl Opperman, QPA

Senior Manager

Bio
Danielle Ewing, QKA

Danielle Ewing, QKA

Retirement Plan Administrator

Bio

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Recent News

Oregon CCBHC Program Successes to Date

Oregon CCBHC Program Successes to Date

Now that we are about a quarter of the way through the 2 year demonstration program, the National Council for Behavioral Health surveyed CCBHCs to find how they have been able to expand and improve services. Survey results show that when community behavioral health clinics are incentivized to provide evidence-based care and provided compensation that adequately covers their cost of doing business, they can provide access to care in their communities.

According to the National Council for Behavioral Health, CCBHCs are increasing access to mental health and addiction treatment; expanding capacity to address the opioid crisis; collaborating with partners in hospitals, jails, prisons and schools; and attracting and retaining qualified staff who offer science-based, trauma-informed services – often on the same day patients present for care. Click to see results from the 8 Oregon CCBHC’s that responded to the survey.

Noteworthy results from the Oregon CCBHC survey:

  1. 172 new staff positions have been hired by Oregon CCBHC’s because of the program. Oregon CCBHC’s are able to recruit and maintain better and more diverse positions and credentials.
  2. Some Oregon CCBHCs reported doubling of provider time with clients.
  3. 75% of Oregon CCBHC reported an increase in new clients that had pre-existing conditions that were previously untreated.
  4. Oregon CCBHC’s have expanded programs to assist in opioid treatment
  5. The majority of Oregon CCBHC’s are experiencing:
  6. Improved outreach
  7. New technologies supporting more efficient and effective care
  8. Same day access implementation and protocols
  9. New care programs and partnerships with schools, veterans and criminal justice systems
  10. Expanded crisis care capacity

 

 

Mathew Hamlin, CPA is a member of the Jones & Roth Behavioral Health team. He specializes in working with clinics who rely on grants and payer system revenue streams and provides audit, reporting and compliance advisory services for Behavioral Health clinics across Oregon & Southwest Washington. 

CCBHC Expansion Bill Introduced in the Senate

CCBHC Expansion Bill Introduced in the Senate

In December, Senators form Missouri and Michigan and Representatives from New Jersey and California introduced the Excellence in Mental Health and Addiction Treatment Expansion Act, H.R. 3931/S. 1905. This legislation would expand and extend the Excellence Act demonstration program in Medicaid (CCBHC program).

Currently, this demonstration is a 2 year, 8 state initiative to expand Americans’ access to community-based mental health and addiction care. The program started in Oregon in the spring of 2017. It lays the foundation for transformation of care delivery by setting standards for Certified Community Behavioral Health Clinics (CCBHCs) and establishing a Medicaid payment rate that supports the costs of comprehensive service.

The new bill, the Excellence in Mental Health and Addiction Treatment Expansion Act (H.R. 3931/S. 1905) would expand the program to include 11 more states that were not selected as part of the original and current 8 states. The bill would also extend the life of the original 8 states to include an additional year.

“This expansion is critical in making sure communities across the country have the resources they need to improve the lives of anyone living with mental illness or recovering from addiction,” said Senator Debbie Stabenow (MI). “Each and every state that came forward with a plan to increase access to community mental health services should have the support they need.”

“This bill will allow all states in the pilot program to continue the important work that’s underway, and enable more states to join the effort. I urge my colleagues to support this bipartisan bill, and help get us closer to our goal of treating mental health like all other health in this country.” said Senator Roy Blunt (MO).

 

Mathew Hamlin, CPA is a member of the Jones & Roth Behavioral Health team. He specializes in working with clinics who rely on grants and payer system revenue streams and provides audit, reporting and compliance advisory services for Behavioral Health clinics across Oregon & Southwest Washington. 

 

New Tax Reform Impact on Affordable Housing

New Tax Reform Impact on Affordable Housing

Jones & Roth strategic partner and affordable housing leader, Enterprise Community Partners, has created a concise summary of the new tax reform details that will impact Affordable Housing.

Enterprise reports that the Tax Cuts and Jobs Act retains the Low-Income Housing Tax Credit (Housing Credit), with no modifications. The amendment that Sen. Pat Roberts (R-KS) added to the Senate bill was removed in the final bill. This amendment would have replaced the existing Housing Credit general public use requirement exception for artist housing with one for veterans; treated rural areas as difficult development areas for purposes of receiving a basis boost; and reduced the maximum basis boost for all types of boost-eligible developments from 130 to 125 percent.

Read the full article on Enterprise’s website