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Services: Third Party Administration Services for corporate 401-k/Profit Sharing Plans and non-profit entity 403-b plans.
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Form 5500 Preparation
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Compliance Testing including top heavy/participation/ADP/ACP
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Plan Document Origination and Maintenance
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Participant Level Recordkeeping
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Profit Sharing Proposals/Calculations
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Loan origination and recordkeeping
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Safe Harbor Notices
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Quarterly/Annual Participant Statements
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Summary Annual Reports
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Summary Plan Descriptions
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Regular Group Meetings/Individual Participant Meetings
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Plan Document Amendments and Restatements
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Trust Accounting
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Participant Communication Kits
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