Our Services

Retirement Plan Administration Services

Plan Design

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

Recordkeeping 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

Consulting Services

•  Assistance with plan design and changes
•  Cost projections of various design alternatives
•  Assistance with governmental or external audits
•  Representation for IRS or DOL audit of plan
•  Preparation of application for IRS and DOL correction programs