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