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, QPA

Danielle Ewing, QPA

Senior Administrator

Bio


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Recent News

Oregon Legislature Update for Healthcare Practices

Oregon Legislature Update for Healthcare Practices

The Oregon Legislature voted and passed a tax bill in February in response to the federal tax reform enacted in December 2017.

In planning for 2018 taxes, the following are a few of the key Oregon provisions to take into consideration:

  • Addition of Oregon tax credit for certified contributions to the Oregon Opportunity Grant Fund.
  • Oregon disconnected from federal tax law that allows specified pass-through entities a deduction of up to 20% of qualified pass-through business income on the federal return. As a result, the amount will be an addition to taxable income on Oregon tax returns.
  • Oregon Pass-Through Entity reduced rates:
    • For 2018, an addition of sole proprietorships for eligibility of preferential tax rates on business income.
    • Limits preferential tax rates available to sole proprietorships and nonpassive income of partnerships or S corporations to first $250,000 of qualified taxable income.
    • Limits use of preferential rates to businesses not classified in certain North American Industry Classification System industries.
  • For tax years 2018 – 2025, increases Oregon personal exemption credit from $90 to $113.

As you are planning for 2018, it is important to include changes from both federal and Oregon tax laws to ensure you are effectively optimizing your cash flow and minimizing your tax liabilities.

 

Nicole McOmber is a Healthcare CPA and Senior Manager in the Eugene office of Jones & Roth CPAs and Business AdvisorsNicole McOmber, CPA is a Healthcare CPA and the leader of the Jones & Roth Healthcare Team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across Oregon & Southwest Washington. 

WEBINAR: Tax Reform & Planning Opportunities for Physicians, Dentists, and their Practices

WEBINAR: Tax Reform & Planning Opportunities for Physicians, Dentists, and their Practices

In this free webcast, you’ll learn about the potential planning opportunities available to you and your medical or dental practice, and how the changes could impact your tax liability for 2018. We’ll review changes to tax rates, exemptions, credits, Section 179, the new 20% deduction for qualified business income (also referred to as the “pass-through deduction”), and new considerations for your business entity.

Links:  View the Webcast  /  Download the Slide Notes

Sample Oregon Transit Tax Notification for Employers

Sample Oregon Transit Tax Notification for Employers

On July 1, 2018, employers must start withholding the tax (one-tenth of 1 percent or .001) from the wages of both Oregon residents (regardless of where the work is performed) and Nonresidents who perform services in Oregon.

The following is an Employee Notification that can be given to employees to explain the tax. Employers can place this notice in payroll stub envelopes in July.

 

To our employees:

As of July 1st 2018, Oregon will begin collecting a new tax called the Statewide Transit Tax (STT). This tax is paid by the employee and withheld from the paychecks of all working Oregon residents and from any non-residents who work in Oregon. 

Beginning paychecks issued in July, we will withhold 1/10 of one percent (.001) of your gross taxable wages and deposit this to the Oregon Department of Revenue. This amount withheld will appear on each paystub and the total annual withholding will be reported on your W2 each year, just like your State Income Withholding Tax.

For more information go to:
http://www.oregon.gov/DOR/programs/businesses/Pages/statewide-transit-tax.aspx

Thank you.