Services - Administration

Overview | Plan Design | Administration | Compliance | Consulting

As consultants to the Plan Administrator, we provide the following standard administrative services for the plan:
  • Review of employee census
  • Calculation of required, maximum, and optimal deductible contribution amounts
  • Performance of annual non-discrimination tests as required by law
  • Review of trust accounting
  • Provision of Annual Compliance Report for employer
  • Provision of individual benefit statements for participants (if not issued by Recordkeeper)
  • Preparation of Summary Annual Report (SAR) for participants, if required by IRS regulations
  • Preparation of annual Form 5500 series filing
  • Provision of Annual Actuarial Certification (Schedule SB)