ERISA COMPLIANCE
Third Party Administration (TPA)
What separates us from the competition is our ability and willingness to support our clients with day to day administrative services to effectively manage all types of retirement programs. Our in house administrative staff will educate and train client Human Resources personnel to help them manage ERISA and IRS requirements. We look outside the box to design efficient and forward thinking procedures and strategies specifically tailored to each and every client. From helping process loans and distributions to Form 5500 preparation, our administration staff can greatly enhance your retirement plan experience.
Our hard working staff continues to take the time and effort necessary to give our clients the personal touch that so many firms lack. Our long history has allowed us to witness retirement plans in all stages which gives us a unique advantage in helping our clients find the right plan for their business and employees. From medical practices to fast food chains we support clients of all types and sizes.
Document Management
Plan Design Consulting
Review Census Data
Validate EE and ER Contributions
415 Annual Additions Test
410(b) Coverage Testing
Top Heavy Testing
Vesting Calculation
ADP/ACP Testing
Plan
Reconciliation
Form 5500 Preparation
Form 5558 Preparation
Form 8955 Preparation
Form 5330 Preparation
Annual Notice Creation
QDIA, SAR, 404(a)(5) Disclosures