Plan Administration
Compliant and on track
Our responsibilities to clients don’t end when a retirement plan is designed and implemented. We serve our clients every day, offering plan administration services that are intended to keep each plan compliant, to ensure each plan sponsor benefits from the tax advantages available to qualified plans.
Compliant and on track
Keeping Your Plan Qualified
Though the tax advantages offered through the IRS and Department of Labor are available to virtually all retirement plans, not all plans can take advantage of them. To qualify, the plan must meet all requirements and honor all regulations.
Our team includes professionals especially skilled at compliance testing and ongoing administration. When they are paying attention to your plan’s details, you have one less thing to worry about.
Administration and Compliance
The list of tasks required to maintain a retirement plan is fairly long. Our clients trust us to manage that list, performing each task with an eye toward detail, compliance and long-term goals.
Your dedicated administrator will:
- Manage all on-going plan administration
- Manage all census and compensation information
- Handle participant loan requests, as well as plan distributions and withdrawals
- Perform all required annual nondiscrimination and other compliance tests
- Manage all details in the event of an audit
- Prepare and file IRS forms, including the Form 5500
Keeping Your Plan Qualified
Though the tax advantages offered through the IRS and Department of Labor are available to virtually all retirement plans, not all plans can take advantage of them. To qualify, the plan must meet all requirements and honor all regulations.
Our team includes professionals especially skilled at compliance testing and ongoing administration. When they are paying attention to your plan’s details, you have one less thing to worry about.
Administration and Compliance
The list of tasks required to maintain a retirement plan is fairly long. Our clients trust us to manage that list, performing each task with an eye toward detail, compliance and long-term goals.
Your dedicated administrator will:
- Manage all on-going plan administration
- Manage all census and compensation information
- Handle participant loan requests, as well as plan distributions and withdrawals
- Perform all required annual nondiscrimination and other compliance tests
- Manage all details in the event of an audit
- Prepare and file IRS forms, including the Form 5500
The list goes on. The important thing to remember is this: We’ll keep track of it so you don’t have to.