Our services can be broken down into two elements:
our Full-Service Administration and our Consulting Services
We are an extension of your Human Resources Department.
- Comprehensive plan design
- Complete plan document services
- Communication / educational programs
- Calculation of tax efficient employer contributions
- Perform all required complaince testing
- Prepare annual IRS reports
- Innovative tax savings
- “Peace of Mind” on compliance and fiduciary matters
- Annual review of plan design
- Technical updates
- Assistance with fiduciary compliance
- Compliance and due diligence review
- Correction of compliance failures
- Retirement need projections
- Fee analysis
- RFP preparation and review
