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OUR CUSTOM SERVICES

Leveraging our experience and expertise, we can provide assistance with all facets of your company’s retirement plan.  Through our customized services we can ensure your retirement program will continually adapt to the evolving needs of your and your employees.

Plan Design & Administration

  • Local, Personalized Service

  • State-Of-The-Art Record Keeping

  • Annual Qualifications Testing

    • ADP/ACP Discrimination

    • Annual Top Heavy

    • Age 70 ½ Monitoring

  • Prototype Documents

  • Summary Plan Descriptions

  • Tax Reporting

    • Tax Form 1099-R Preparation

    • Tax Form 5500 Preparation

Employee Education & Communication

  • Conduct On-Site Enrollment Meetings

  • Ongoing Plan Information and Reporting

  • Online Account Access for Sponsor/Employee

    • Review Balance and Investment Information

    • Transfer Funds

    • Change Investment Elections and Allocations

Flexible Employer Plan Options

  • Profit Sharing Plans
  • 401(k) Plans
  • SIMPLE Plans
  • Cross-Tested Plans
  • Safe Harbor Plans
 
 

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