Retirement Plan Administration
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Services of other enterprises
Description
Retirement plan benefits can be very important elements of your benefit package and a key to attracting and retaining your most important asset, your employees. Our team assists employers in all matters relating to Qualified Retirement Plans. We will provide you with all of the services necessary for the design, implementation and ongoing administration of 401(k), 403(b), Profit Sharing and Money Purchase Plans.
Our goal is to assist you in operating your plan in a manner that delivers the right retirement benefit to your employees, complies with all regulatory requirements, and communicates plan benefits to you and your employees in language that is easy to understand.
The result will be a plan that delivers the correct benefit that meets the employers' objectives, operates on a cost and tax efficient basis, and contributes to your business' success.
Retirement Plan Services
- Retirement plan selection and design
- Preparation of plan, summary plan description and trust documents
- Record keeping
- Participant correspondence
- Employee meetings
- Cross testing, new comparability and age-weighted allocations
- 401(k) discrimination testing
- Distribution processing
- Loan processing
- Compliance monitoring
- Plan terminations
- Plan audit representation
Year End Services
- Calculation and allocation of plan contributions
- Trust accounting
- Preparation of valuation report
- IRS and DOL filings
- Employees benefit statement preparation
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Retirement Plan Administration
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