Morris & Associates is excited to announce a new service for our clients in Gwinnett County and across Georgia — 401(k) plan setup and support.
For years, our firm has helped individuals and business owners make informed financial decisions through personalized tax planning and accounting services. Now, we’re expanding those services to help clients take the next step in financial growth — establishing retirement plans that benefit both employers and employees.
Why We’re Adding This Service
We’ve seen firsthand how many small businesses and self-employed individuals want to offer retirement plans but aren’t sure where to start. Setting up a 401(k) can feel complex, involving compliance rules, contribution limits, and provider options.
Our new 401(k) setup service makes that process simple. Whether you’re a business owner looking to attract and retain employees or an individual planning for your own retirement, we’ll help you choose and establish a plan that fits your goals.
How Morris & Associates Helps
When you work with us to set up a 401(k), our team will:
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Assess your needs to determine the right type of plan — traditional, Roth, or safe harbor
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Coordinate with trusted providers to get your plan established quickly and correctly
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Handle compliance and filings with the IRS and Department of Labor
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Integrate your plan with payroll systems for easy contribution management
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Provide ongoing support to keep your plan up to date and compliant each year
Because our firm already specializes in meeting personally with clients to assess their tax situations, this new service aligns perfectly with our mission — helping you make confident, well-informed financial decisions that benefit you now and in the future. Read more detail about our 401K services that we provide.
The Benefits of Working With Us
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Business owners can offer an attractive benefit to employees and enjoy tax deductions on contributions.
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Employees gain a simple, tax-advantaged way to save for retirement.
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Self-employed clients can use a 401(k) to grow personal savings and reduce taxable income.
Get Started Today
If you’ve been thinking about starting a retirement plan for yourself or your business, now is the perfect time. Schedule a consultation with Morris & Associates to learn how a 401(k) can strengthen your financial future and support your tax strategy.
📍 Serving Gwinnett County and the Greater Atlanta area, Morris & Associates continues to provide expert, personalized financial and tax solutions — now with even more ways to help you plan ahead.
Morris and Associates can help you find setup your 401K or any tax related issue. We are experience, certified agents in good standing with the IRS and can assist you to prepare and file your taxes – making the entire process quick and easy for you. A tax professional such as Morris and Associates can help you get the maximum refund as quickly as possible. Schedule a tax consultation today.
