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SERVICES

All of our services are customized to fit the specific needs of each employer and our financial advisor partners. Our core services include retirement planning and consulting, serving as your third-party administrator for your retirement plan, and bringing human resources and management solutions to complement your in-house team, either as a back office or as a management expert for one time situations.

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We offer an extensive selection of business solutions listed below. Please let us know if you have a need that is not listed.

Retirement Plan Administration

  • Plan design and document preparation

  • Employer contribution calculations

  • Annual required testing

  • Preparation of annual Form 5500 and direct communication with your accountant on large plan audits, if required

  • Plan document preparation and amendments

Retirement Plan Consulting​

  • Assistance with IRS or DOL audits

  • Correction program guidance and preparation

  • Review and recommendation of plan design and provider selection

  • Benchmarking

Plan Contribution Submissions

  • Extraction of data from your payroll system and uploading of contribution file to your retirement plan provider's platform

  • Initial compilation of year-end census data from your payroll provider

  • Training of your payroll specialist to ensure timely contribution modifications are made

Employee Withdrawal Assistance

  • Dedicated phone line for your employees to call with questions

  • Guidance on available options for each participant

  • Assistance with form preparation

  • Review of completed paperwork to verify accuracy and order

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