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)
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.