Team Approach

Qualified Plan Consulting and Administration

  • Plan design consulting
  • Contribution allocation formulas
  • Plan installation
  • Nondiscrimination testing
  • IRC required testing
  • Maximum contribution testing
  • Prepare Form 5500 and attachments
  • Consult on fund selection and allocation
  • Provide investment policy
  • Conduct employee enrollment meetings
  • Conduct periodic performance analysis
  • Consult with participants on investments
  • Record-keeping services
  • Credit contributions
  • Allocate earnings
  • Balance accounts
  • Forfeitures, loans and withdrawals
  • Prepare participant account statements
  • Prepare annual trust accounting
  • Prepare IRS Forms 1099-R & 945