Services

Plan Administration & Recordkeeping Services

-Plan Valuations
-Plan Allocations
-Management Reports
-Trust Accounting
-Participant Statements
-IRS Reporting

Plan compliance testing (IRC Section 401(k), 401(m), 410(b), 416, 401(a)(4)) as required by plan type and design and provide guidance on correction of failed test and future compliance with IRS regulations.
Plan Funding Evaluations

-Evaluate Funding for Safe Harbor Plans
-Evaluate Funding for Cross-Tested Allocations Methods
-Evaluate Funding for Customized Plan Designs
Unique Plan-by-Plan Evaluations

-Cost vs. Benefit Analysis
-Projections and Studies on Plan Design Changes
-Funding Enhancements to Benefit Key Employees
-Projections of Effects from Changes in Company Structure
Employer/Employee Guidance

-Provide participant education, employee enrollment and resource for participant inquiries.
-Implement internal HR processes that coordinate with plan design and operations.