Services we provide

 We work with you to understand your goals and create a plan design especially for you. As your needs change, the design can be adapted and modified accordingly. 

We prepare pre-approved plan documents, amendments, Summary Plan Descriptions and related administrative forms. 

From eligibility determination to contribution allocations to participant recordkeeping, we provide the administration services required for your specific plan.

The IRS mandates that all plans pass various compliance and nondiscrimination tests each year. These tests may include minimum coverage, ADP and ACP testing for 401(k) and Match, general testing, and Annual Additions testing.

We reconcile your plan’s assets and provide a simple financial statement.

The IRS and Department of Labor require that plans submit a Form 5500 filing each year reporting information about the plan, participant count, and the plan assets held in trust.