Employee Benefits

Your employees are your most important assets. Providing qualified retirement plans demonstrates your long term commitment to your employees, thus making them more invested in your business and increasing overall productivity. Providing such benefits comes with additional administrative and regulatory requirements that can be easily navigated with help of qualified professionals. 

We offer a wide array of services to your business including:

  • Audited financial statements to meet regulatory requirements
  • Retirement plan third party administration
  • Preparation of and transmittal assistance for Form 5500
  • Non-discrimination and coverage testing
  • Assistance with distributions, participant loans and hardship withdrawals
  • Assistance with plan design

Our professionals stay abreast of the regulations and changes in employee benefits in order to provide you the best possible service.

Need Employee Benefits Assistance?

Contact Us

Email, call, or visit our office

235 East 86th Avenue
Merrillville, IN 46410

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Our mission is to provide timely, professional, and ethical business advisory services to our clientele, be actively involved in our community and promote professional and personnel in a working environment that encourages initiative, innovation and teamwork


235 East 86th Avenue
    Merrillville, IN, 46410

Swartz Retson Northwest Indiana CPA Firm is trusted by clients in Lake County Indiana communities including Crown Point, Dyer, East Chicago, Gary, Hammond, Highland, Hobart, Merrillville, Munster, Schererville, and St John; and Porter County Indiana communities including Chesterton, Portage, and Valparaiso.


We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

  • We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

    We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    If you have any questions about this policy, please do not hesitate to contact us.

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