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Services
Retirement Plans
Personalized Services
We provide consultations, communication and design to develop the retirement program best suited to meet the needs of your business.
Design
Preparation of illustrations showing cost versus benefit provided and suggestions for plan design and formulas.
Implementation
Assistance in the development of plan documents for review by an attorney and preparation of data needed for filing the plan with the Internal Revenue Service - also includes communication packages for employees.
Administration
- Determination of eligibility
- Allocation of Employer/Employee contributions, gains/losses and forfeitures
- ADP/ACP, minimum coverage, participation and Top Heavy testing
- Preparation of IRS forms 5500 and related schedules
- Preparation of annual reports, including financial summaries and participant certificates
Technical Support
Our qualified staff is dedicated to providing you with the highest level of knowledge and technical support.
Qualified Retirement Plans:
- 401(k) Plans
- 412(i) Plans and 412(e)(3) Plans
- Profit Sharing Plans
- Age-Weighted Plans
- Cross-Tested Plans
- Money Purchase Pension Plans
- Defined Benefit Plans
- Cash Balance Plans
Not for Profit and Government Plans:
Simplified Employee Plans:
Cafeteria Plans
Personalized Services
We provide consultations, communication and design to develop the cafeteria plan best suited to meet the needs of your business.
Design Consultation
Determine cost versus benefit provided and suggestions for plan design.
Implementation
Assist in the development of plan documents and preparation of data needed for communication to the employees.
Administration
- Determination of eligibility
- Concentration and non-discrimination testing
- Review participants' reimbursement requests
- Determination of reimbursement check amounts
- Preparation of monthly reports, including financial summaries and participant reports
- Preparation of IRS forms 5500 and related schedules
Technical Support
Our qualified staff is dedicated to providing you with the highest level of knowledge and technical support.
Cafeteria Plans
- Flexible Spending Accounts (FSAs)
- Medical Reimbursement Plans
- Dependent Care Reimbursement Plans
- Premium Conversion Plans
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