We make retirement plan management simple. Our tailored solutions keep you compliant, efficient, and focused on financial wellness—for your business and your people.

UNDERSTANDING YOUR CHALLENGES

Retirement plan sponsors face a growing array of regulatory and operational complexities. We understand the obstacles, including:

Plan document management and evolving plan design needs
Non-discrimination testing failures and correction procedures
Fiduciary liability and regulatory scrutiny from federal agencies

Industry-Leading Knowledge at Your Service

We bring deep expertise in retirement plan compliance, administration, and strategy. Our services provide:

Proactive plan oversight to mitigate fiduciary risk
Strategic plan design to align with business and employee goals
Timely and accurate annual compliance testing and filings
Ongoing consultation to optimize plan performance

WHY JCCS?

Comprehensive Partnership

Our retirement plan administration services include plan design and implementation, compliance and testing, audit support, education, and communication.

Expertise You Can Trust

Our team holds specialized designations, ensuring we offer the most informed and compliant support in the industry.

We Handle Risk—You Drive Success

We help you manage risks with tailored solutions grounded in compliance and best practices, so you can focus on supporting your workforce and growing your business.

In Need of An Audit? We've Got You Covered.

Large retirement plans are required to undergo annual audits. Our audit services are performed by subject matter experts and customized to your plan’s structure to identify potential operational deficiencies and compliance concerns while ensuring timely reporting and year-round support.

OUR TRUSTED SPECIALISTS

Our Retirement Plan team is led by credentialed professionals with specialized qualifications from the American Society of Pension Professionals & Actuaries (ASPPA) and the American Institute of Certified Public Accountants (AICPA).

JCCS is the largest locally owned Montana-based CPA firm. Established in 1946, we offer full-service retirement plan consulting, comprehensive tax, audit, and advisory services tailored to meet our clients’ unique needs. We are committed to delivering personalized, high-quality service to help our clients achieve their goals.