Retirement Plan Administration
We provide complete consultative, administrative, and record keeping services for your company plan. We communicate regularly with your staff on subjects including:
- Daily valuations;
- Tax Form 5500;
- Plan distribution notification;
- Plan distribution tax statements for participants;
- Minimum distributions calculations;
- Prototype documents (401(k), profit sharing and money purchase pension plans)
Each quarter we provide you with quarterly participant statements and allocation reports showing all participant balances
Your employees can access their accounts every day at any hour, through our secure website and VRS (telephone).
