Professionals wishing to work with Limestone on a qualified plan should contact us as early as possible. We can assist Professionals in the sales process if they prefer to have expert help with the technical issues of qualified plans.
Because Limestone is independent, we work with plans that utilize nationally recognized 401(k) investment / record-keeping platforms as well as plans that are trustee-directed utilizing a variety of investment products. Our service model is flexible enough to adapt to virtually any approach.
- 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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