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
