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.
We work with a variety of investment providers to provide the right options for your plan. You may maintain relationships with current investment professionals or seek new alliances if you wish. We’re able to coordinate the work of several advisors in one plan if there is not a single satisfactory provider.
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
