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Retirement Plan Administration

We do the admin, so you can enjoy the benefits

YHB offers a full range of third-party administration, compliance-testing and reporting services for all types of qualified defined contribution plans, including 401(k), 403(b), SEPS, and SIMPLES.  We can also help with participant education and enrollment meetings. Best of all, our services are scalable, so you can decide to use any or all of them.

Our dedicated Employee Benefits Services Team is highly experienced in assisting both employers and participants with all plan matters, from selecting a plan and determining contribution levels to advising about distributions and preparing a Form 5500 informational return. And we are available to assist you throughout the year, not just when a compliance report is due.

YHB currently provides plan administration and advisory services to a large number of clients like you, including contractors, professional practice groups, and family-owned businesses. We would welcome the opportunity to put our retirement plan expertise to work for you in these and other ways:

  • Analyzing the financial impacts and tax implications of various plans
  • Advising about plan selection and assisting with implementation
  • Compliance testing, annual valuation reporting and Form 5500 preparation
  • Calculating contributions and determining participant eligibility
  • Handling plan distributions and loans
  • Developing employee communications for the plan

Connect with Your Expert

    Let's Talk

    Contact us when it’s time to move forward.

    Erica Young
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    About Erica

    defined-contribution-plan-logoErica is a native of Tallahassee, Florida and a 2008 honors and cum laude graduate of West Virginia University with a Bachelor’s of Science in Accounting. She obtained the AICPA’s Advanced Defined Contribution Plan Certificate in 2016.

    Erica joined the firm in 2008 and has since become a leader on our audit teams in Leesburg and Winchester. She is a champion of our employee benefit plans audits, having significant experience working with Defined Contribution, Money Purchase Plans, 403(b), ESOP, and Defined Benefit. Erica’s recent continuing education includes the American Institute of Certified Public Accountants (AICPA) Employee Benefit Conference, which she regularly attends.

    Education
    • Honors and Cum Laude graduate of West Virginia University with a Bachelor’s of Science in Accounting
    • Advanced Defined Contribution Plan Certificate from the AICPA
    Scott Moulden
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    About Scott

    Scott, YHB’s Managing Partner, has been with Yount Hyde Barbour since entering the accounting profession in 1988. He has a B.S. degree in agricultural economics (emphasis in accounting) from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, as well as a volunteer for the Frederick County Fair Association.

    Experience

    He has extensive experience in providing accounting, tax, and business consulting services to closely held companies, corporations, partnerships, and limited liability companies in the area. Over the years, he has worked with businesses of all sizes in a variety of industries, especially manufacturing, franchising, wholesale/distribution, retailing and agribusiness, as well as with the individuals and families who own and operate them.

    Expertise

    As someone who grew up on a farm and was involved in his family’s business, Scott understands the challenges and needs of closely held businesses and what it takes to meet them. He specializes in helping businesses and their owners save tax, minimize risk, and operate more efficiently by using financial statements and projections as decision-making tools. He is especially skilled in advising YHB clients about financial controls and helping them negotiate favorable terms with banks and suppliers.

    Approach

    Scott has a hands-on approach to client service that’s based on taking time to develop an understanding of key concerns facing the client.  Then, he works with the client to arrive at a plan of action he or she is comfortable with. In advising clients, he focuses on helping them understand how their money is being spent, so they can spend it more efficiently.

    Other Interests

    Scott enjoys traveling and spending time with his family, as well as helping out on his parents’ farm.

    Nykeya Paige
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    Nykeya Paige
    CPA
    Connect:
    About Nykeya

    Nykeya graduated from Lord Fairfax Community College with an Associate Degree in Business Administration in May 2009, graduated from George Mason University with a Bachelor’s degree in Accounting in May 2011, and earned a Master’s Degree in Accounting from George Mason University in May 2012 after a residency in London, England. Nykeya joined YHB in 2012 and became a licensed CPA in 2014.

    Since joining YHB, her career focus has been on the audit of employee benefit plans. She has earned the AICPA Intermediate Employee Benefit Plan Certificate, and is currently working on obtaining the advanced certificate. Nykeya regularly attends the AICPA Employee Benefit Plan Conference, and occasionally attends the Greater Washington Society of CPA’s Employee Benefit Plan Conference. Most recent articles include “Cybersecurity: What Retirement Plan Sponsors and Plan Fiduciaries Can Do to Address the Risk.

    Nykeya has special ties to and enjoys recruiting at Millbrook High School, Lord Fairfax Community College and George Mason University. She also participates in numerous community services projects, and regularly attends Top of Virginia Regional Chamber and Women of Winchester events.

    INVOLVEMENT & MEMBERSHIPS
    • American Institute of Certified Public Accountants (AICPA)
    • Virginia Society of Certified Public Accountants (VSCPA)