Services - Administration

Overview | Plan Design | Administration | Compliance | Consulting

As consultants to the Plan Administrator, we provide the following standard administrative services for the plan:
  • Allocation of periodic employee contributions per participant elections
  • Calculation & allocation of periodic employer contributions based on participant elections
  • Review & monitoring of contribution transactions
  • Calculation of required, maximum, and optimal deductible contribution amounts
  • Review of trust accounting
  • Review of participant statements
  • Review of employee census
  • Performance of annual non-discrimination tests as required by law
    • Provision of Annual Compliance & Management Report for employer
    • Provision of individual benefit statements for participants (if not issued by investment provider)
    • Preparation of Summary Annual Report for participants as required by the IRS
    • Preparation of annual Form 5500 series filing