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Services: Third Party Administration Services for corporate 401-k/Profit Sharing Plans and non-profit entity 403-b plans.

* Form 5500 Preparation
* Compliance Testing including top heavy/participation/ADP/ACP
* Plan Document Origination and Maintenance
* Participant Level Recordkeeping
* Profit Sharing Proposals/Calculations
* Loan origination and recordkeeping
* Safe Harbor Notices
* Quarterly/Annual Participant Statements
* Summary Annual Reports
* Summary Plan Descriptions
* Regular Group Meetings/Individual Participant Meetings
* Plan Document Amendments and Restatements
* Trust Accounting
* Participant Communication Kits
 


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