Services & Specialties

PLAN DESIGN AND IMPLEMENTATION

-        We can work with you to design a wide variety of retirement and benefit programs to suit your                 company's changing needs.

-        Provide analysis of various plan costs and benefits in determining which plans best meet your goals.

ADMINISTRATIVE SERVICES

-        Determine deductible plan contributions for defined contribution plans.

-        Allocate contributions, forfeitures and earnings to participant accounts.

-        Determine minimum allocation amounts under Top Heavy rules if necessary.

-        Calculate required minimum distributions for participants age 70 ½ or older.

-        Review ERISA fiduciary bonding requirements.

-        Test plan coverage under Code Section 410(b).

-        Test plan for nondiscrimination under Code Section 401(a)(4).

-        Calculate ADP/ACP tests annually to ensure that all participants equitably benefit in the Plan.

-        Trust reconciliation of all investment accounts.

-        Calculate benefits for participants who leave the company.

-        Assist with plan amendments if desired.

-        Assist with keeping your plan in compliance with changing pension laws.

PARTICIPANT REPORTING

GOVERNMENT REPORTING

-        Prepare all annual and other periodic filings required to keep your plan in compliance with                         government regulations, such as 5500 series reports.

EMPLOYEE AND EMPLOYER MEETINGS



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