Defined Contribution Plan Services

DC Plan management—reliable, responsive, built around you.

  • 401(k), Safe Harbor, Profit Sharing, Money Purchase, 403(b), 457(b), Prevailing Wage

  • Plan design consultation.

  • Government reporting.

  • Plan document services.

Defined Benefit/CB Plan Services

Specialized service with in-house actuarial expertise, centered on your success.

  • Traditional Defined Benefit, Cash Balance, DC/DB Combo

  • Actuarial valuation.

  • Certificate of benefits for terminated/retired participants.

  • Actuary on staff (no outsourcing).

Items Provided with Annual Reporting

Your complete annual reporting toolkit.

  • Discrimination Testing

  • Participant statements/lifetime income illustrations.

  • Plan documents, SPD, annual notices.

  • IRS Forms 5500 and 8955-SSA.

  • Reconciliation of 401(k) plan deposits.

3(16) Services

Customized 3(16) solutions, built around your needs.

  • Payroll deposits.

  • Participant notice delivery.

  • Named fiduciary (authorized signer on IRS forms).

  • Asist with eligibility/enrollment of employees.

  • Facilitate payroll integration setup.

  • Authorization of plan transactions.

Need a retirement plan solution?

Not sure where to begin? Click on the link below to send an online proposal request.