Soup to nuts. We will take your retirement plan from its start to its finish.
We listen to you, ask questions, and design the right plan for your business. Then we administer it each year in compliance with the law.
We provide signature-ready documents for our clients – we do not believe in the “do-it-yourself” approach.
We assign a single administrator to your plan who will get to know you and your business to provide the most effective service experience.
We work in partnership with you and your trusted advisors to make sure that there is strong communication.
We can provide these services and many others for you, including helping you terminate the plan when it has run its course.
- Custom plan design to meet the employer’s objectives (not ours)
- Efficient, prompt, and accurate administration
- Required plan documentation
- Annual trustee reports
- Compliance testing (coverage, nondiscrimination, top-heavy, etc.)
- 5500 series government filings
- Participant statements
- 1099-R tax reporting
- IRS audit services
- Actuarial certification (when appropriate)
- Other services related to qualified plan administration
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