• Retirement Plan Proposals
  

• Plan Installation

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• Cycle 3 Restatements

• Annual Administration & Valuation Reports
  

• Preparation of Employer and Participant Statement of Accounts
  

• Determine minimum funding contribution requirements each year
  

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

• Actuarial Certifications

• Discrimination Testing
  

• Top Heavy Testing
  

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

• Plan Distribution Forms & Benefit Option Statements
  

• Plan Loan Agreements & Amortization Schedules
  

• Required Minimum Distribution (RMD) Calculations

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• Pension Benefit Guarantee Corporation (PBGC) Comprehensive Premium Filings.

• Supply Beneficiary Designation Forms​

Services we offer...