Services

Testing & Compliance

• 415 maximum annual limits
• ADP/ACP discrimination testing
• Top-heavy testing
• Minimum coverage/participation

IRS Reporting

• IRS form 5500 preparation
• IRS form 5500 submission
• Attached schedules for form 5500
• Summary annual reports
• IRS form1099

Plan Administration & Recordkeeping

• Benefit calculations, vesting and minimum distributions
• Loan administration
• Distributions (terminations, loans, hardships, QDROs)
• Trust accounting services
• Participant account allocations
• Daily valuations for participant accounts
• Actuarial services
• Preparation of participant statements & company reports
• Annual report package and strategic planning session

Employee Education & Communication

• Enrollment meeting & materials
• Educational workshops
• Internet access
• Toll-free telephone access
• Retirement planning software