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Services

We are pleased to offer the following services:

Retirement Plans

  • Defined Benefit Pension Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Money Purchase Pension Plans
  • Multi-Employer Plans
  • Cross Tested Profit Sharing Plans

Compliance

  • ADP/ACP Testing
  • 1099R Forms
  • IRS and DOL Plan Audits
  • Minimum Required Distributions
  • Non-Discrimination Testing
  • Plan Mergers/Spin-off’s
  • Plan Terminations
  • Underfunded/Overfunded Plans

Administration Services

  • Plan Documents
  • Summary Plan Descriptions
  • FASB 87 Disclosure Statement
  • IRS Submissions
  • Individual Benefit Statements
  • IRS Form 5500 and Related Schedules
  • Actuarial Valuation and Comprehensive Reports
  • Actuarial Certification (Schedule SB)
  • Summary Annual Reports
  • PBGC Forms and Certification

Section 125 Cafeteria Plan Services

  • Flexible Spending Plans
  • Health Savings Accounts
  • Premium Only Plans
  • Plan Documents
  • Summary Plan Descriptions