Plan Administration

We support the implementation and administration of your plan with many of the following services:

• Participant enrollment
• Collection of annual census data from employer
• Determination of employee’s eligibility to participate in plan
• Calculation of annual contributions and allocations to participants
• Determination of participant vesting
• Non-discrimination, minimum coverage and top heavy testing
• Participation statements
• Form 5500 and applicable schedules
• Summary annual report
• Distribution amounts for participants
• Notification of required minimum distributions
• Preparation of IRS forms 1099-R