Plan Design and Implementation

Plan design, documentation and implementation services to meet the employer's retirement plan objectives and IRS/DOL guidelines and regulations.

Employee Communication

Customized communication with a focus on 401(k) plans, including employee educational meetings and customized employee communication materials.

Defined Contribution Recordkeeping

Recordkeeping and administration for defined contribution plans, daily valuation 401(k) plans and profit sharing plans, using state of the art recordkeeping technology to provide accurate and timely information to plan participants.

Defined Benefit Plan Administration

Actuarial and administrative services for defined benefit pension plans.

Plan Compliance Testing and Reporting

Complete IRS compliance testing services, preparation of required government forms including IRS Form 5500 and related schedules.

Consulting Services

Plan design studies, IRS/DOL audit assistance, Qualified Domestic Relations Order assistance or assistance with issues related to mergers and acquisitions.