Services We Offer

401(k) Plans

  • Preparation of Plan Documents and Summary Plan Descriptions
  • Annual Allocation Reports
  • Individual Participant Statements
  • Annual Reporting and Disclosure
  • Special Non-Discrimination Tests
  • Other Compliance Testing

 

Profit Sharing Plans

  • Preparation of Plan Documents and Summary Plan Descriptions
  • Annual Allocation Reports
  • Individual Participant Statements
  • Annual Reporting and Disclosure
  • Special Non-Discrimination Tests
  • Other Compliance Testing

 

412(e) Plans

  • Preparation of Plan Documents and Summary Plan Descriptions
  • Annual calculation of Accrued Benefits
  • Annual Funding
  • Participant Certification
  • Annual Reporting and Disclosure

 

E.S.O.P. Plans

  • Preparation of Plan Documents and Summary Plan Descriptions
  • Annual Allocation Reports
  • Individual Participant Statements
  • Annual Reporting and Disclosure
  • Other Compliance Testing

 

Cash Balance Defined Benefit Plans

  • Preparation of Plan Documents and Summary Plan Descriptions
  • Annual calculation of Accrued Benefits
  • Annual Funding
  • Allocations to Hypothetical Accounts
  • Participant Certification
  • Discrimination Testing
  • Annual Reporting and Disclosure

 
 
Latest News
Qualified Pension Consulting

We have formed a joint venture with Suzanne Wynn, JD, LLM of Qualified Pension Consulting in providing services to clients for Fully Insured Cash Balance Plans.
Read more...
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