• Retirement Plan Proposals

  • Plan Installation

  • Annual Administration Valuation Report

  • Preparation of Employer and Participant Statement of Account

  • Determine minimum funding contribution requirement each year

  • 5500-SF & 5500-EZ filing preparation (along with any required accompanying schedules)

  • Discrimination Testing

  • Top Heavy Testing

  • Plan Restatements & Amendments to keep your Plan documents in compliance with current pension tax law

  • Plan Distribution Forms

  • Plan Loan Agreements & Amortization Schedules

  • Determine Required Minimum Distributions (RMD)

  • Supply Beneficiary Designation Forms

Services we offer...

 (631) 969-2200