Plan Design & Installation We work with business owners to customize a retirement plan that suits their situation. Once the plan is established, we then help with implementation and administration of the plan. Plan types we frequently work with include: 401(k) plans, Safe Harbor 401(k) plans, Profit Sharing plans, and SIMPLE IRAs.
Plan Administration Services Our administration services include keeping the plan up to date with new laws, performing non-discrimination tests, filing the IRS Form 5500 each year, and providing benefit statements and other plan information to participants.
Plan Services We work with plan sponsors on investment selection and employee education. We then make ourselves available to meet with plan participants to ensure their planning needs are addressed.