What we do?
- Consulting and plan change recommendations.
- Amending and restating plan documents.
- Preparing employer and employee benefit statements.
- Assisting in processing all types of distributions from the plan.
- Preparing loan paperwork for plan participant.
- Testing the plan each year to gauge it’s compliance with all IRS non-discrimination requirements as well as plan and participant contribution limits.
- Allocation of employer contributions and forfeitures.
- Calculation participant vested percentages; and,
- Preparing annual returns and reports required by IRS, DOL, or other government agencies.
- Assist in deposit processing