The Allocation Company, Inc. Employee Benefits Consultants

WHAT WE'RE DOING ABOUT COVID-19

Here at The Allocation Company, Inc., we have moved 100% remote so that we

can still service all clients and participants with their daily administrative needs. Please be patient as we all navigate this sensitive and ever-changing time.

Please call us at (832) 431-3223 with any questions or concerns.

Innovative Retirement Plan Consulting

Planning TODAY, for a better retirement TOMORROW!

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HOUSTON AUSTIN dallas

Consulting Areas

Plan Design & Implementation

Recordkeeping

Administration

Fiduciary Services

IRS & DOL Plan Issues and Resolution

Resource Center

Services Brochure

Plan Limits by Year

Request a Withdrawl

Balance Forward Distribution Forms

Special Tax Notice - TAC Letter

Additional Services

Do you need someone to take over the fiduciary responsibility of being a Plan Sponsor? Check us out!

Nonprofit Consulting Company Serving Other Nonprofits.

If you are a nonprofit, please ask
us about the services we can provide pro bono.