• 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...