Providing design, administration and consulting
services to over 800 clients. We will help you obtain the
maximum value from your qualified and non-qualified retirement
plans with our innovative ideas in the complex areas of retirement
planning and distribution
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Plan Design : |
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Plan Administration : |
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401 K Plan |
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Conversion and Implementation |
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Cross Tested Participant |
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Enrollment Services |
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Profit Sharing |
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Participant Contribution Allocation |
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Money Purchase |
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Employer Match Contribution Allocation |
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Defined Benefit |
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Employer Profit Sharing Contribution Allocation |
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ESOP |
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Actuarial Calculations |
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Cafeteria |
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Internet Access/Toll Free Number Account Services |
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412 (i) |
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Daily Participant Account Valuations |
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Self-Directed Brokerage Accounts |
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Consulting Services : |
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Privately Managed Account Unitization |
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Feasibility Studies |
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Individual Participant Statements |
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Plan Reconstruction |
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Compliance Testing |
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Special Study Projects |
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IRS Forms Preparation (5500 and required
Schedules, 1099R, 1096) |
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Expert Witness |
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Loan Processing |
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Plan Termination |
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Distribution Processing |
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Plan Audit Support |
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Minimum Required Distribution Calculations |
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Plan “take over” |
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Plan defect correction |
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QDRO Consulting |
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