Consulting services regarding plan design and on-going plan administration

Full plan document services including restatement, amendment and plan termination including filings with appropriate government agencies

Calculation of annual range of employer contribution and AFTAP

Annual testing for compliance with numerous IRS non-discrimination, benefits and limitation regulations, and guidance, when needed, concerning corrective measures for testing failures

Review and reconciliation of plan assets, contributions, distributions, earnings, etc.

Calculation of vested account balances and preparation of annual participant Statements

Calculation of Required Minimum Distributions (RMD’s), as necessary

Assistance with distributions including instructions and necessary forms

Preparation and submission of annual Internal Revenue Service and Department of Labor 5500 series returns, 1099-R, 1096 and 945 reporting forms

Preparation of Summary Annual Report, Annual Funding Notice and other participant forms and notice requirements

Pension Benefit Guaranty Corporate filings

Representation of clients in IRS and DOL plan audits

Full plan termination compliance services