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