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Moran Knobel is an *ASPPA Certified retirement plan consulting and administration firm. We are the FIRST firm in the western United States and among the first in the nation to complete the independent certification process. We hold the ASPPA seal of  recordkeeper  excellence  for third party administrators,  as certified by the Centre for Fiduciary Excellence, LLC (CEFEX) . This is the highest recognition in the industry.

 


We provide retirement plan consulting and administration services for Safe Harbor 401(k), Profit Sharing, Cash Balance, Defined Benefit, 403(b) and all other ERISA qualified plans. We also provide consulting and administration services for Non-Qualified and Expatriate plans.
401(k) 
Cash Balance
403(b)
Profit Sharing 

Defined Benefit Plan

Money Purchase 

Target Benefit


We have been offering these services to sole proprietors, partnerships and corporations throughout the Western United States. For over 30 years, its offices in Washington and Hawaii have been administering Plans for Medical Groups, Law Firms, Internet Companies, Technology Firms, Non-Profit Organizations, Manufacturing and Industrial Corporations as well as other types of businesses.

The expertise and knowledge of our experienced staff, which include Enrolled Retirement Plan Agents, Certified Public Accountants, ASPPA Certified Pension Consultants, ASPPA Qualified Pension Administrators, ASPPA Certified Qualified 401(k) Administrators and Accredited Pension Administrators ensures that your plan complies with IRS rules and regulations and annual reports are prepared accurately and in a timely manner.

Our full range of qualified retirement plan services include document review, design and installation, trust accounting, calculation of required discrimination tests, preparation of IRS filings and annual employee meetings.

* The American Society of Pension Professionals & Actuaries (ASPPA) is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work. It is the only organization comprised exclusively of pension professionals that actively advocates for legislative and regulatory changes to expand and improve the private pension system.