SHREVEPORT, La. – Heard, McElroy & Vestal, LLC announced the launch of HMV Retirement Plan Advisors, LLC, a new affiliate focused on helping businesses and employees manage retirement programs.
The firm said the new unit, formerly known as Retirement Plan Services, will operate as a wholly owned affiliate while continuing to provide the same level of service.
“Heard, McElroy & Vestal is comprised of qualified professionals with tax, accounting and consulting experience that naturally leads to benefits administration,” said Roy Prestwood, CPA, managing partner of the firm.
The retirement advisory team works with employers on all phases of benefit programs, including plan design, document preparation, allocations, compliance testing, distributions and loan calculations, according to Dare Johnson, CPA, partner-in-charge.
“Whether it’s a plan for one individual or a business with hundreds of employees, we stay abreast of trends, regulations and new opportunities in order to help make our client’s retirement dreams a reality,” Johnson said.