Retirement Plan Administrative Services
Selecting the right provider could be the most important decision you face when establishing your retirement plan. Experience and flexibility are key.
|
Retirement plan administration services:
- Extensive compliance and technical expertise, testing and reporting (ADP/ACP, §415, top heavy, coverage, eligibility)
- Dedicated account team consisting of a principal, account manager and senior plan administrator
- Comprehensive plan-member-level record keeping, plan administration and reporting with valuations on a daily or balance-forward basis (quarterly, semi-annually or annually)
- Contribution consulting and calculation
- Preparation of signature-ready Form 5500 Annual Return/Report and Summary Annual Report
- Preparation of Forms 1099-R, 1096 and 945 reporting for
distributions and withholding
- Calculation of Required Minimum Distribution
- Customized plan-member statements and plan reports
Balance-forward valuation services:
- Plan testing and reporting
- Wide range of plan assets and investment managers
- Trustee and plan-member directed investments
- Custom reporting formats to meet your plan’s goals
- Cost-effective solutions for compliance and administration
|
Share this with a friend