Design and Consulting

  • Plan Documents
  • Summary Plan Descriptions
  • Administrative Forms
  • New Comparability Analysis
  • Mergers, Acquisitions & Plan Terminations
  • Qualified Domestic Relation Orders (QDRO) Review
  • Legal Research
  • IRS & Department of Labor Filings
  • Plan Implemenation & Design
  • Plan Corrections

Plan Administration

  • Benefit Calculations for terminated participants along with all required distribution forms.
  • Reconcile Accounts
  • Determination of Eligible Participants
  • Perform Compliance and Non-Discrimination Testing
  • Prepare annual filings as required by IRS & DOL
  • Prepare periodic participant statements and required disclosures.
  • Participant Loan Administration
  • Auditor Assistance
  • Preparation of 1099Rs

Education and Communications

  • Either in tandem with your investment professional or separately, we will conduct employee enrollment meetings to help you optimize enrollment and keep your plan's participants informed with any new features that may be updated.