Design & Administration

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

Plan Design : •  401 K Plan •  Cross Tested Participant •  Profit Sharing •  Money Purchase •  Defined Benefit •  ESOP •  Cafeteria •  412 (i) Consulting Services : •  Feasibility Studies •  Plan Reconstruction •  Special Study Projects •  Expert Witness •  Plan Termination •  Plan Audit Support •  Plan “take over” •  Plan defect correction •  QDRO Consulting

Plan Administration : •  Conversion and Implementation •  Enrollment Services •  Participant Contribution Allocation •  Employer Match Contribution Allocation •  Employer Profit Sharing Contribution Allocation •  Actuarial Calculations •  Internet Access/Toll Free Number Account Services •  Daily Participant Account Valuations •  Self-Directed Brokerage Accounts •  Privately Managed Account Unitization •  Individual Participant Statements •  Compliance Testing •  IRS Forms Preparation (5500 and required    Schedules, 1099R, 1096) •  Loan Processing •  Distribution Processing •  Minimum Required Distribution Calculations