ERISA COMPLIANCE

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

Contact Us

9000 Memorial Dr. Plain City, OH 43064

614.873.5200