Services Available

Plan Design

• Plan Documents
• Adoption Agreements
• Summary Plan Description

Plan Implementation

• Communication Meetings with Employees
• Necessary Filings with IRS and DOL
• Enrollment Forms
• Contribution Forms
• Distributions Forms
• Investment Information

Plan Administration

• Record Keeping
  • Daily Valuations
  • Balance Forward
• Tax Return Filings
• Summary Annual Reports
• Annual Participant Statements
• Ongoing Technical Support
• Multi-Accounts
• Self Directed
• Trustee Directed
• Compliance Testing
• Administrative Reports
• Loan Administration