Services We Offer:
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Plan Design Feasibility ~ Roth and Traditional 401(k), New Comparability Profit Sharing, Social Security Integrated Profit Sharing, Safe Harbors, Company Match, Cash Balance
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Non-Standardized Volume Submitter Document Preparation (Client Specific; NOT Cookie Cutter)
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Ongoing Plan Operations ~ Eligibility, Vesting, Loans, Distributions, Retirement Age, etc.
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Required Discrimination Testing
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Annual Deduction Calculation & Accrual Determination (working closely with CPA)
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Participant Disclosure & Informational Meetings
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Valuations at any frequency
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Participant Distributions & 1099-Rs
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Signature Ready Annual IRS Form 5500
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Plan Terminations
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Plan Takeover
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DFVC & other Compliance Resolutions
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CASH BALANCE services also offered
Services for Accountants or Other Professionals
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Administration of Retirement Plans for your clients
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***Discount offered*** when you are main contact for the clients