Retirement Plans
Considering the complex layout of different plans we have to offer, we have listed a few below. If you are interested in something other than the ones stated below, please do not hesitate to contact us. We will be more than willing to find the one that suits your company best. We have partnerships with several different investment providers.
The following is a list of basic services:
- With investment layouts we can take care of to secure your retirement
- Provide required legal documents, such as a corporate resolution, adoption agreement, and summary plan description
- View 401K recordkeeping
- Prepare the annual federal form 5500, along with 1099-R and 945 forms as they are needed
- Provide quarterly management reports, participant reports, employer assistant, and enrollment support
- Perform daily valuation of all account balances
- Process participant distribution for qualifying events such as termination, retirement, or disability
Contact us with any questions or interest in our programs.
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