Daily Valuation Accounting, sometimes called "on demand" or "cash" accounting, is becoming increasingly popular with both employers and participants because it gives participants access to up-to-date account information 24 hours per day via either the Internet or a toll-free telephone number. This daily accounting method reacts to financial events as they occur. Asset transfers, contributions and withdrawals are handled on demand, while investment gains and losses are recognized daily. Every business day of every fiscal year becomes an allocation date.

Becoming a Daily Valuation client at McCready and Keene is easy. As a new client your company will be assigned to a dedicated team that includes a Consultant, an Attorney or Paralegal who will oversee compliance issues, an Allocator, and a Conversion Specialist who will smooth the transition to daily accounting before participants are assigned to their permanent Allocator. By having a dedicated team assigned to you, you are able to talk to the same few people every time you call, rather than always being bounced around to a different person who doesn't always know the specifics of your plan, as happens at most retirement plan companies.

To learn more about specific services available to Daily Valuation Accounting clients, click on a link below:

Consulting
Plan Design And Interpretation
Plan Drafting
Employee Communication
Plan Mergers, Acquisitions and Spin-offs
DC Record Keeping - Daily
Compliance Testing
Form 5500 Completion with Schedules
Coordination With Other Advisors