WHY CHOOSE HCS?

Sometimes less is more. In retirement plans, that is just not the case. More credentials are better. More customer service is better. More is really just more. And HCS Retirement Services has it all.

With a Certified Public Accountant (CPA) background, HCS Retirement Services has the unique ability to combine the specialized knowledge of qualified plans with an understanding of the tax and audit implications. That means more proactive plan design, administration and compliance with both the IRS and Department of Labor (DOL) regulations. Plus, holding a CPA license, HCS Retirement Services can represent clients before the IRS. It’s nice to know that your Third Party Administrator has that kind of power.

Meet Lori H. Reay, CPA, CPC, QPA, QKA.
Lori is one of the few Certified Public Accountants (CPA) nationally who also holds these very elite designations through the American Society of Pension Professionals & Actuaries (ASPPA).



As a dedicated member of the HCS Retirement Services team, Lori creates plans that meet every client’s needs.

Partnership
At HCS Retirement Services, we work with you to deliver positive outcomes for you and your plan participants. Together, we proactively develop a customized solution that meets your group’s needs and objectives. The support to implement and sustain your plan with both current and future changes is just part of our service. We take care of the plan, so you can stay focused on your business.

So, why choose HCS? HCS Retirement Services provides more qualifications and service which are essential in planning and sustaining a successful retirement plan.