Services

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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