Our Services

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We understand the effects of plan design on participant’s key employees and plan sponsor’s bottom line and retirement goals.

Sales Support

By partnering with our advisors we offer assistance with identifying new prospects, plan design, proposals, vendor selection, plan research and client meetings.  The support we offer provides advisors with hands-on experience of the process with our team.

Plan Design

We tailor the plan provisions to meet the specific goals and unique needs of the plan sponsor.  Our background and expertise allow us to provide guidance on the proper plan design and management of the various types of retirement plans.

Form 5500 Preparation and Filing Assistance

Signature-ready 5500 preparation and assistance with required electronic filing requirements.

Loan Modeling and Processing

Participant assistance in loan availability calculation and refinancing.

Distribution Assistance

Direct assistance to the participants during requests and review of plan for eliminating former participant accounts from total plan assets.

Performing Discrimination Testing

Detailed reporting is provided containing the results of comprehensive services of compliance checks and testing performed on the plan.

Compliance Corrections / Delinquent Filings

Understanding of the available correction programs allows us to provide solutions for late filing and plan errors.

Employer Contribution Calculations & Projections

Analysis of plan data to determine maximum benefit of employer contributions and provide scenarios for proactive discussions.

Audit Assistance

Assistance for required annual audits of large plan filers as well as out of scope projects due to an IRS or DOL audit.  Power of Attorney capabilities with our CPA.

Plan Termination

In the event of a plan termination, hand holding service until all assets are distributed and final compliance completed.