Installation & Plan Setup |
Annual Administration |
| Initial Consulting Services | On-going Plan Document Compliance |
Plan Design & Installation for: |
Compliance Testing Services for: |
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401(a)(4); 415(c); ACP/ADP 416 |
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Cross Testing Calculations |
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ERISA, DOL & IRS 404(c) Compliance |
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Maintenance of Employee Census Data |
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Vesting Calculation & Maintenance |
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Eligibility Determination |
| Preparation & Implementation of Plan Adoption | Annual Report Valuation |
| Agreement | Independant Audit Compliance Pckg. (SAS70) |
Obtaining Plan Document & Trust |
Information & Marketing Newsletters |
Summary Plan Description Booklets |
IRS Form 5500 Tax Filings & Schedules |
Assistance with Enrollment Meetings |
Toll-Free 800 & Web Access to TPA |
Gathering of transitional plan information |
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Loan Takeovers |
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Input of Plan data management services |
Additional Services |
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| Processing of Withdrawals / Distributions | Implementation of QDRO's |
| Fidelity Bond Coverage | |
Loan Payments |
Tax Reporting Forms 1099R |
Initial Loan Set-ups |
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