As retirement plan consultants, we also provide a range of non-standard administrative services for the plan, including but not limited to the following items:
- Benefit and cost analysis
- Tax benefit analysis
- Eligibility and distribution studies
- Assist with Plan Installation/Asset Transfers
- Assist with IRS and DOL audits
- Technical assistance to attorneys
- IRS qualification and submission services
- Employee communications
- Plan Amendments
- Benefit comparisons and projections
- Consultation with trustees, committees or executives