Plan Administration
With over 15 years of industry experience our administration services are efficient and accurate and are provided by an experienced, dedicated plan consultant.
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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 |
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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:
24 Hour Internet Access Daily Valuation of Accounts Plan Sponsor Account Access Quarterly Participant Statements |