Keeping Your Retirement Program on Track
Once the design of your company’s retirement plan is agreed upon, we will roll up our sleeves and put your plan into action. We’ll handle all aspects of the administrative, accounting, and monitoring functions.
We Stay Completely Current on IRS Regulations
As you might imagine, understanding the ever-changing IRS regulations is a Herculean task. However, we’re on top of it and will keep you informed of any legal changes affecting your plan. That’s because we’re a fully integrated company consisting of consultants, retirement specialists, financial analysts and administrative support staff. And each member of our team has over 15 years of experience in the industry.
We Make Compliance Easier
With this scope of service, you’re assured that we act as watchdogs on all compliance issues. We’ll save you time and headaches by preparing your 5500 form well in time to meet the government deadline. In such a highly regulated industry, our clients find comfort knowing professionals are by their side providing guidance.
Pension Plan Types
- 401(k)
- Profit sharing
- Money purchase
- Age-weighted plans
- Cross-tested plans
- 403(b)
- Cafeteria, section 125 plans
- Non-qualified plans
- Individual(k) plans
- Defined Benefit Plans
- Cash-balance Plans
Retirement Plan Administration
- Data Collection
- Daily electronic switching capabilities
- Electronic processing of payroll data
- Calculations of payouts
- Timely and accurate reporting and processing
- Allocation of contributions
- Coordinate trust asset information
Compliance Services
- Non-discrimination testing
- Allocation of contributions
- Form 5500 filings
- IRS submissions
- Top Heavy Tests
- Eligibility
- Plan document and amendments
Reports, Forms and Statements
- Quarterly or monthly participant statements
- Administrative forms
- Employer management reports
- Government forms
- 1099-R reporting
- Annual updates and plan questionnaires
