Holzknecht Umali

Providing Comprehensive Retirement & Employee Benefit Solutions

Since 1997, Holzknecht Umali, Inc. (HUI) has been a trusted partner for businesses in the Houston, Texas area, specializing in retirement and employee benefit plans. Our team of experienced professionals utilizes their extensive knowledge and technical skills to design, implement, and manage programs that meet the unique needs of your business.

What Sets HUI Apart?

HUI stands out by:

• Focusing on client success: We prioritize understanding your business goals and tailoring our services to meet them.
• Expertise across multiple disciplines: Our team works seamlessly with certified public accountants, registered investment advisors, insurance agents, and attorneys to provide holistic solutions.
• Custom-developed software: We offer customized software solutions that allow for efficient administration and seamless tracking of your retirement plans.
• Competitive pricing: We maintain transparency and believe in delivering exceptional value without breaking the bank.

401(k) & Pension Plans

• Comprehensive plan design and implementation
• Comprehensive compliance audits and consulting
• Form 5500 preparation and filing
• ADP and ACP testing and non-discrimination analysis
• Top-heavy plan determinations

Profit Sharing & Retirement Plans

• Risk assessment and funding strategies
• Form 5330 preparation and refund processing
• Compliance monitoring and auditing
• Incentive plan design and implementation

Other Services

• Cost-of-living adjustments for retirement items
• Retirement savings calculators and planning tools
• Fiduciary liability assessment and consulting
• Benefit certificate preparation and valuation services

Our Approach

We partner with our clients to:

• Gain a deep understanding of their needs and goals.
• Develop customized plans that align with their business objectives.
• Provide ongoing support and guidance throughout the process.
• Deliver transparent and clear communication every step of the way.