DEFINED CONTRIBUTION
PLAN SERVICES
All companies
have different profiles and needs; we work closely with
your advisors to develop and administer the best
plan for your business. Our status as an independent TPA
allows us the freedom to work with a wide variety of financial
institutions,
fund families, accountants, brokers, agents, etc. The attainment
of your organization’s retirement goals within legal
parameters is our sole focus.
We consult with you through all stages of the development
process. First, we meet with you to determine plan objectives.
Next,
we integrate those objectives into a specific plan design.
Lastly, we translate that specific plan design into written
format. We strongly encourage you to review the details of
your plan document with your legal counsel before execution.
If your plan already has a document in place that meets your
objectives and satisfies current law, we work within the
parameters of that document.
Your plan is administered on an ongoing basis by our knowledgeable
and diligent staff. Our specialized software allows us the
capability to provide detailed reporting, testing, and documentation
appropriate to your plan. We customize each report with the
information necessary to adequately inform you of the plan
details. The frequency with which reports are prepared is
flexible, but retirement plan law requires that each qualified
plan be
valued and tested at least annually. To view sample valuation
report forms, click here.
All mandatory compliance testing and Form 5500 preparation
is performed by us as a part of our basic plan service package.
For nominal fees, we also offer additional plan services.
Some examples of these services: Form 1099-R preparation,
termination
payouts, required minimum distributions, and participant
loan processing (for plans which allow loans).
We tailor our recordkeeping to the specific type(s) of investments
held by your plan. Our client base utilizes a wide variety
of investments from various mutual fund families, insurance
companies, brokerage houses, etc. We have no preference between
traditional balance-forward accounting and individualized
accounts, as we are widely experienced with both methods.
If you have
additional questions about our services, please contact us.
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