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Plan Design
Assist in determining the appropriate plan for an employer’s needs
Plan Implementation
- Standardized or Non-standardized Prototypes, Volume Submitter, and Individually Designed Plan Documents.
- Obtain Favorable IRS Determination Letter, if required
- Summary Plan Description
- Administrative Forms
Standardized or Non-standardized Prototypes, Volume Submitter, and Individually Designed Plan Documents.
Obtain Favorable IRS Determination Letter, if required
Summary Plan Description
Administrative Forms
Plan Administration and Reporting
- Data Collection
- Recordkeeping
- Distribution Forms
- Minimum Required Distribution calculations
- Financial Statements
- Allocations
- Summary Annual Report
- Discrimination Testing
- Loan documents
- Top Heavy Testing
- IRS Forms 5500 and 1099R
Plan Corrections
Voluntary Compliance Submissions for correction of document or operational failures
Termination of Plans
Prepare submission package for IRS favorable determination on termination of plan.
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