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
    

 
Home | Contact Us | Services | Participant Accounts | Sponsor | Links | Disclaimer
 
©2000 FutureBenefits of America, LLC, All rights reserved
 
Website designed and maintained by
JNS DATAConsultants
Last Updated:  Friday, August 08, 2008 12:03 AM