Services Provided

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

Contact us for info on any of the following terms:



Prevailing Wages

Davis-Bacon Act


Safe Harbor

Cash Balance

Deferred Benefit

Record Keeper

Fees Disclosure

Profit Sharing

New Comparability


Key Employee

Non-Key Employee

Highly Compensated Employee

Fidelity Bond


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