Schachle Benefit Services, Inc. specializes in retirement plan compliance and recordkeeping as well as reporting and disclosure requirements of the Internal Revenue Service, Department of Labor and Pension Benefit Guaranty Corporation. We discuss objectives and goals in setting up a plan. We then make recommendations as to the type of plan and, more specifically, the plan provisions needed to accomplish these goals. Most often these goals can be accomplished using our prototype documents sponsored by Schachle Benefit Services, Inc.
For existing plans, we review the document to be sure that it is in compliance with current IRS regulations. If necessary we will amend and restate the document to better meet goals and objectives. We proactively address issues often overlooked for small to mid-sized companies such as controlled groups, top heavy and nondiscrimination testing.
Brenda M. Schachle is president of Schachle Benefit Services, Inc. and is dedicated to meeting the needs of small to mid-size companies by providing experienced and thoughtful design, installation and administration of qualified retirement plans.
Brenda entered the field of employee benefits at the height of IRS regulation changes due to the Tax Reform Act of 1986. She graduated with honors from Elizabeth City State University with a Bachelor of Science in Mathematics. She holds the designation of Certified Employee Benefit Specialist (CEBS) awarded by the Wharton School of Business of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. She also holds the designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) awarded by the American Society of Pension Professionals & Actuaries. Additionally, Ms. Schachle has earned the designation Enrolled Retirement Plan Agent (ERPA) which qualifies her to represent retirement plans before the DOL and IRS.
She is a member of the Georgia Chapter of the International Society of Certified Employee Benefit Specialist and a member of the American Society of Pension Professionals & Actuaries and also a member of the ASPPA Benefits Council of Atlanta.
