Additional Services

included, but not limited to the following:

  • Benefit Illustrations
  • Customize Contribution calculations
  • Prepare EFAST2 (Electronic Filing Acceptance System – Part 2) Filings
  • Prepare reports for plan auditors
  • Coordinate Actuarial Services
  • Consult with IRS/DOL auditors
  • Prepare participant Notices
  • Coordinate asset transfers
  • Synchronize merger/acquisition transaction
  • Consult on plan termination considerations and procedures
  • Correct plan violations (compliance and operational)
  • Execute discretionary plan amendments
  • Prepare special trust accounting (Roth contributions, QDRO’s, interim plan valuation)
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