Our Services

Retirement Plan Administration Services

Plan Design & Consulting Services

  • Plan design tailored to the needs of your company and employees
  • Consultation with your financial advisor and attorney to finalize plan provisions¬†
  • Cost projections of various design alternatives
  • Assistance maximizing tax advantages
  • Preparation of plan documents and administrative forms
  • Communication of plan provisions to your employees

Compliance Services

  • Employer contribution calculation
    Trust reconciliation and annual reporting
  • Regulatory compliance and non-discrimination testing
  • Participant statements and annual notice preparation as required
  • Participant distributions, including hardship, in-service and rollovers
  • Application of forfeitures according to your plan provisions
  • Calculation of participant loans and supporting documentation
  • Preparation of submission-ready Form 5500 ready for electronic signature

Audit Services

  • Assistance with governmental or external audits
  • Representation for IRS or DOL audit of plans

Plan Corrections

  • ¬†Preparation of application for IRS and DOL correction programs