We provide services for the following types of retirement plans
Match a plan to each client’s financial and benefit objectives.
IRS Approved Documents, employee communications
All periodic needs; data collection, recordkeeping, contribution calculations, discrimination testing, government returns, employee statements, etc.
Analyze the affect of changes in client objectives or legislation; determine available alternatives.
Annual valuations and actuarial certifications for defined benefit and cash balance plans.
- Representation for plan audits by the IRS or other government agencies.
- Trust reconciliation services
- Plan Termination Services, including IRS and PBGC filings.
- Forensic administration for deficient plans