johnsmith. Please contact us for details.
Questions?
- Does your plan design meet your objectives and provide the benefits you want?
- Does your payroll coordinator know who to call for answers about eligibility, deferrals, enrollments, loans and distributions?
- Are your employees getting the notices and reports required to keep your plan in compliance?
- Have your employees asked questions about your plan that you just can't find the answer?
- Were you required to follow a complicated process of IDs, PINs and passwords to electronically file your plan's annual return?
- Have you not set up or considered changing a 401(k) plan because it was too complicated?
We have the answers..
- We listen to what you want. We discuss available options so that you have the information needed to create the right plan for you and your employees.
- We are your contact for questions you and your employees have regarding your plan. We have your document on hand and are available to prepare all distribution and loan paperwork following the provisions you have established.
- We prepare required notices including Blackout Notices, Summary Plan Descriptions, Summary Annual Reports and Safe Harbor Notices and remind you when these are due to be distributed to your employees. We prepare liquidation, transfer, authorization and acceptance letters needed to smoothly transfer your plan to us as a new recordkeeper or to a new investment advisor or platform.
- We have an extensive library as a resource to you and your employees. We are always available to answer your questions and - with your authorization - questions your employees may have.
- With your authorization we can complete the electronic filing of your plan's annual returns. We complete the return on your behalf. You review your return and provide us with a signed copy and we take care of the rest.
- Yes, it's complicated. Qualified retirement plans offer huge tax savings for employees and employers. We help to make any transfer a smooth transaction and work with you, your payroll coordinator and investment advisor to maintain the qualified, tax sheltered status of your plan. We make it easy.
Here is what we do...
We design the plan that is right for you and your employees.
We prepare the plan document, contracts, letters, notices and enrollment forms.
We assist your payroll coordinator with contribution and loan repayment transmittals.
We prepare distribution and loan paperwork and process these through completion.
We run contribution allocation scenarios so that you and your accountant have the information to make decisions at year end.
We reconcile the plan accounts quarterly and run preliminary testing so there are no surprises at year end.
We copy your accountant and investment advisor on the quarterly reconciliation which includes eligibility, catch up eligible employees, preliminary compliance testing, year-to-date contribution amounts and any employees projected to become eligible on the next entry date.
A simple solution to the complicated world of 401(k) plan design, administration, compliance and recordkeeping.
Where do we begin?
Call us to sets up an appointment or to discuss your plan,
with questions you may have about our services,
Complete the following Proposal Request Form and fax or for a free estimate of plan costs.
