Administrative Services

 Installation
Establish plan recordkeeping system and guidelines
Furnish necessary administrative forms

Recordkeeping
Prepare employer compliance and valuation report
Prepare employee benefit statements

Government Reports
Complete required government forms, filings, and notices, including:
   Annual Form 5500 Series filing
   Summary Annual Report
   Actuarial Certification
   Deferred vested benefit statement
   Distribution Reporting

Our administrative staff provides   
continuing administration for all   
types of pension, profit sharing,   
401(k), stock ownership and   
cafeteria plans

 Plan Administration
Collect employee census and trust activity data
Allocate contributions, forfeitures and earnings
Compute individual benefit amounts
Maintain individual and overall account records
Coordinate plan operations with other professional advisors
Prepare Employee Benefit Statements
Monitor plan for compliance with current Internal Revenue Code & Regulations
Provide alternative solutions if plan fails to meet one or more compliance requirements
Compute termination benefits
Perform tax and annuity information and alternative payment forms

Management & Fiduciary Information
Plan operation and compliance reports
Determination of allowable contribution ranges
Experience and utilization studies
Consultation with trustees, committees or executives
Notification of changes in governmental regulations or policies
Simplified defined contribution investment analysis
Information on current trends and developments
 
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