We consult, design, implement, advise and administer all types of retirement plans. Our level of service is customized to meet your individual needs.
Our proactive and personal approach to customer services comprises:
Conduct initial fact finding consultation to establish the plan's goals & objectives;
Present customized plan design illustration and fee disclosures;
Discuss & complete plan design questionnaire;
Produce proper legal documents & participant communications;
Provide daily access to compliance consultation & provisions advise;
Monitor on-going plan activity for compliance issues and law changes;
Consult on redesign options to meet current business structure and objectives.
At the end of each plan year, we will collect and analyze payroll & plan related data in order to complete the mandatory Internal Revenue Service (IRS) and Department of Labor (DOL) testing and notice requirements. Our basic service package includes:
Average Deferral Percentage & Average Contribution Percentage testing;
