Services

Determination of Eligible Employees

Order enrollment materials for new participants

Prepare Investment Profiles

Prepare annual Allocation Report which includes:

  Summary of Accounts
  Employee Census Review
  Trust Asset Summary
  Compliance Testing Results

Prepare annual government filings:

  Form 5500 (including all required Schedules as needed)

   Form 8955-SSA

Calculate the amount of Employer Contributions.

Restatement of existing plan document required for the maintenance and continued qualification of the Plan.

Loan documentation, including promissory notes and amortization schedules.

Prepare  distribution election forms for participants who leave the plan due to  retirement, death, disability or termination of employment.

Prepare Form 1099R (distribution reporting forms) and related transmittals.

Plan curtailment or termination work.