Plan Administration Services

  • Calculate contributions for each eligible Employee
  • Calculate maximum deductible employer contributions
  • Perform all mandatory nondiscrimination Compliance Testing
  • Compare transactions processed by the retirement plan provider with client records
  • Reconcile Trust accounts and prepare financial statements
  • Prepare annual administrative reports
  • Prepare government filings: Form 5500 and related schedules
  • Prepare statements and Summary Annual Reports for Participants
  • Prepare Employee communications



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