Retirement Benefits Designs, LLC
Administration & Consulting
Building Your Future Wealth with Today’s Retirement Benefits
Certified By:
American Society for Pension Professionals and Actuaries
Member of:
Melville Chamber of Commerce
Other Affiliations:
NIPA - National Institute For Pension Administration
American Retirement Association
SHRM - Society for Human Resource Management
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
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