Executive Tax Benefits of Florida, Inc.

Executive Tax Benefits of Florida, Inc. (ETB) is an independent qualified plan administration firm specializing in employer tax-advantaged benefits for employers and their employees. 

We have been in business for over 20 years in the Tampa, Florida area, providing retirement plan administrative solutions.  We solve clients' benefit plan administration needs in the most cost effective manner.  We prepare administrative and compliance reports for:

• Employers - Outlining plan specifications, current year transactions, contribution amounts, employee accounts and vested benefits.

• Employees - Maintaining a year-by-year accounting of their individual account balance, their vested benefit and any insured survivor benefits

• IRS/DOL - Each year preparing the proper annual governmental report with attached schedules.

We also provide plan documents for review by the sponsor and attorney, and outline the plan benefits in a Summary Plan Description (SPD) for employees.