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OUR SERVICES
Plan Design
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Plan Administration
Plan Recordkeeping
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OUR PARTNERS
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OUR CAREERS
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Plan Administration
Our consultants have over 25 years of plan administration experience and are experts in this highly technical field. A dedicated account representative will serve your plan, supported by a team of experienced professionals.
PLAN OPERATION SUPPORT
We provide everything you need to maximize the value of your plan, including telephone and e-mail access to our consultants.  Our services include the following:
  Eligibility Calculations
  Contribution Allocations
  Vesting Calculations
  Distribution & Loan Processing
COMPLIANCE TESTING
Your account representative provides complete compliance testing services to maintain the integrity of your plan.  Our testing services include the following:
  Top Heavy Testing
  ADP & ACP Testing
  Minimum Coverage Testing
  General Nondiscrimination Testing
TAX COMPLIANCE
Our consultants deliver signature-ready tax returns to fulfill all tax filing requirements. Our services include the following:
  Form 5500
  Form 1099-R & Form 945
  Form 5330 (when needed)
  Form 5310 (for plan termination)
RECORDKEEPING
We provide automated recordkeeping services through our alliance partners and through our daily valuation recordkeeping platform:
  24 Hour Internet Access
  Daily Valuation of Accounts
  Plan Sponsor Account Access
  Quarterly Participant Statements
 
 
   
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