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Plan Design and Implementation:

  • 401(k) Plans
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • Cash Balance Plans
  • 403(b) Plans

Administration Services:

  • Employer Reports
  • Discrimination Testing
  • Recordkeeping Services
  • Determination of Eligibility and HCEs
  • Plan Distribution Services
  • Enrollment Meetings
  • Actuarial Valuation
  • Plan Termination

Consulting Services:

  • Continuous Review of Governing Laws and Regulations
  • Support and Guidance Regarding Regulatory Inquiry and Audit
  • Readily accessible staff to answer questions

Government Compliance:

  • Preparation of Plan Amendments
  • Complete Testing Regarding IRS Code Sections 401(a)(4), 401(k), 401(m), 401(b), 414(s), 415 and 416
  • Preparation of IRS Form 5500 and all related Schedules
  • Preparation of IRS Forms 1099R and 1096