Services:

Types of Plans:

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
  • 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