OUR SERVICES
Each plan document is tailored to your specific plan. We do not believe in one size fits all. We will discuss what you want in your plan and help create or maintain with our recommendations as well.
Whether you’re setting up a new plan, moving from another provider, or winding down a plan, we make the process smooth and accurate.
Each year, we conduct the necessary testing to make sure your 401(k) plan meets IRS nondiscrimination rules.
We calculate annual employer contributions based on your goals, plan design, and IRS limits. We help maximize owner and key employee benefits while staying within compliance.
We prepare and electronically file Form 5500 on your behalf, ensuring your plan meets Department of Labor and IRS annual reporting requirements and files on time.
We offer 3(16) services for those employers that want extra Fiduciary protection.
Our team is here when you need us. From answering day-to-day questions to solving complex compliance scenarios, we support plan sponsors and participants with responsive, knowledgeable service.