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.