Home
Services
About Us
Contact Us
Services:
Types of Plans:
Plan design and installation
Eligibility and vesting determination
401(k) testing
401(m) testing
410(b) coverage testing
401(a)(4) non-discrimination testing
Top heavy testing
Contribution optimization
Trust accounting and reconciliation
Allocation of trust earnings
Filing of Form 5500 and related Schedules
Distribution calculation and election forms
Participant loans
We currently offer consulting and administration services for the following types of plans:
401(k) Plans (Traditional and Roth)
Profit Sharing Plans
Defined Benefit Plans
Cash Balance Plans
Money Purchase Plans
Contact Us
View on Mobile