Financial & Practice Management Consultants for Medical and Dental Professionals
 

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Healthcare Business Consultants
Nettlewood Professional Park
80 Peachtree Road, Suite 200
Asheville, NC  28803
(828) 277-7772 Fax (828) 277-1117
Email
eyelton@hbc-avl.com

Get Map/Directions to our office at:

Articles Featuring HBC President & Consultant, Mike Brady

              
Medical Economics  Fortune Small Business    Medical Economics
   October,2006           May, 2006                  September, 2007


Medical Economics
December, 2007

(Adobe Reader required to view articles)

Additional Articles of Interest

Medical Economics
September, 2007

 


Our Mission


The Cornerstone Group
is a division of Healthcare Business Consultants, Inc. concentrating in Retirement Planning.

    Retirement and benefit planning is not a quick-fix, hurry-up, do-it-yourself process.  To produce maximum results at minimum risk requires patience and deliberation...care and circumspection...expertise and understanding.

At The Cornerstone Group, we have over 30 years of experience helping employers navigate the confusing--even treacherous--waters of employee benefit planning.  We can make sure that the complexity of the task does not interfere with the scope of your vision by applying the right tools...answering the tough questions...carrying the burdensome loads.
 

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Plan design

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Choose optimal retirement and benefit plans
through analysis of employer needs and
census data

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Recommend Plan provisions

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Assist with selection of plan document

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Plan Implementation

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Prepare plan document and summary plan
description

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Submit plan to IRS for favorable
determination and DOL filings

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Present Plan to employees

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Plan Administration

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Retirement plan trust accounting

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Compliance testing

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Contribution calculation

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Collection of employee census data

 

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Required government forms and reporting

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Distributions

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Participant loans

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Participant information

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Trust document maintenance

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Communication with accountants/attorney

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Employee meetings

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Financial Planning

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Plan distribution

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Required minimum distribution calculations

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Special Events

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Plan terminations

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Research

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Estate and trust planning

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Estate administration

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Trust accounting

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Individual tax planning and preparation

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Medical Savings Accounts

 

Items of Interest

Roth 401k FAQ (Adobe Reader Required)

2015 COLA Increases for Dollar Limitations on Benefits and Contributions
Based on the IR-2009-94 announcement from the Internal Revenue Service

 

Deborah Summey is enrolled to practice before the Internal Revenue Service and has passed the Uniform CPA examination.
Deborah graduated with honors from the University of North Carolina at Asheville with a BS degree in Accounting. She also has an AAS degree in Business Administration.

Deborah is a member of the National Society of Certified Healthcare Business Consultants, National Institute of Pension Administrators, Institute of Management Accountants (Past President, Asheville Chapter) and North Carolina Association of Certified Public Accountants. She is active in community and civic affairs and serves on the board of directors for various nonprofit organizations.
 

Debra Johnson joined The Cornerstone Group in 2003 and is a member of the National Institute of Pension Administrators. She is one of the few pension administrators in Western North Carolina that holds the designation of Accredited Pension Administrator (APA). Debra has been working in the retirement plan field since 1988.

Debra and her husband Jeff have one daughter. She spends her free time volunteering at her daughter�s school, seeing WNC on the motorcycle with her husband or trail riding with her daughter.
 

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