Services

We provide employers with customized plan designs, efficient and painless plan setup or transition and on-going third-party administration services. We also offer retirement benefits consulting, compliance and correction assistance.




    Plan Documents
  • Plan Document Designs tailored to the Employer's needs and cost objectives
  • Summary Plan Descriptions required to be distributed to plan participants
  • Regulatory and Discretionary Plan Amendments
  • IRS Letter of Determination Submissions
  • Regulatory Participant Notifications
    Administration Services
  • Third-party Administration
  • Forms 5500 and Summary Annual Reports
  • New Comparability Profit Sharing Calculations and Testing
  • Employer Contribution Calculations and Projections
  • Non-Discrimination Testing: ADP, ACP, Coverage and Top-heavy Tests
  • Processing of Participant Distributions and Loans
  • Required Minimum Distribution Calculations
  • Review of Qualified Domestic Relations Orders
    Technical Advisory Services
  • Plan Operation and Design Review
  • Fiduciary Compliance Assistance
  • Plan Mergers
  • Plan Terminations
  • Controlled Group Determination
  • Forms 5330 Prohibited Transaction Filing
  • Delinquent Filing of Forms 5500
  • Self-correction and Voluntary Correction Programs
  • IRS and DOL Inquiries and Examinations
  • Assistance to Independent Public Accountants
 
Certified by:

American Society for Pension Professionals and Actuaries

ASPPA Designations (.pdf)

Member of:

NIPA - National Institute for Pension Administrators



SHRM - Society for Human Resource Management


Please Note:
When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the accuracy or completeness of the information provided in these websites, nor is our company liable for any technical or system issues. You assume total responsibility for your use of the web sites you are linking to.