RETIREMENT PLAN ADMINISTRATION SERVICES
Our experts will assess the needs of your business and implement a successful plan designed solely for you and your employees. Plan designs range from basic profit sharing to 401(k) and more complex combinations of 401(k) and cash balance plans.
Plan Administration
• Employee Eligibility
• Plan Contribution Calculations and
Participant Allocations
• Perform Discrimination Testing
• Allocation of Plan Income and Forfeitures
• Issue Participant Statements
• Prepare Employer Annual Reports
• Prepare Form 5500 Series
• Review Plan for Necessary Amendments
• Administer Plan Loans and Distributions
• Provide Distribution Options
• Submit Required IRS and DOL Reporting
• Online Employee 401K Access
• Online Employer 401K Access
Plan Asset Accounting
• Reconcile Cash Accounts
• Record and Track Transactions
• Prepare Year End Summary
• Investment Performance Benchmarking
Plan Design
• Determine Business Objectives
• Establish Retirement Plan Goals
• Analyze Design Options
• Qualify Plan with IRS
• Coordinate with Investment Advisors
