Retirement and Employee Benefit Administration
We provide retirement plan design, compliance assistance in meeting Internal Revenue Service and Department of Labor regulations, help with withdrawal/distribution and loan processing, and much more. Our staff receives extensive training and maintains ongoing education which enables us to provide quality third party administration services in an efficient and effective manner.
Employee Benefit Plans
We offer the following Employee Benefit Plan services:
- 401(k) & 403(b) Design and Implementation
- Profit Sharing Plans (including age-weighted and cross-tested allocations)
- Defined Benefit Plans
- Non-Qualified Deferred Compensation Plans
- IRA/401k Rollovers
- Fringe Benefit Plan Consulting
- Davis Bacon Plans
- Prototype Plan Sponsor
Plan Administration
We offer the following Third Party Plan Administration services:
- Valuation Reports
- Trust Accounting
- Testing (including coverage and non-discrimination testing)
- Government Form Preparation
- Employer/Employee Communication
- Determining Eligibility
- Contribution Calculations
- Vesting Determination
- Distribution withdrawals and loan processing