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Services

Abacus provides administrative services for defined contribution 401(k) plans, 403(b) plans, pension plans, and profit sharing plans.
The administrative service package includes:
  • Plan design and consulting
  • Initial and ongoing employee enrollment support
  • Full annual plan valuation report with financial statements
  • Required nondiscrimination and compliance testing including:
    • 401(a)(4 ) Nondiscrimination Test
    • 401(k)/401(m) ADP/ACP Nondiscrimination Test
    • 402(g) Salary Deferral Limits
    • 404 Deductibility Test
    • 410(b) Coverage Test
    • 415 Annual Additions Test
    • 416 Top Heavy Test
  • DOL Form 5500 and related schedules
  • Audit support
  • Local customer service and annual meeting (face to face) with plan sponsor
  • Allocation of employer contribution, both uniform and non-uniform (cross-tested/new comparability)

Abacus has a strategic alliance with several full-service recordkeepers who provide Internet access and telephone support. These features allow participants access to their accounts and allow them to make changes to their investment elections, monitor investment fund performance, and lookup current account balances.

The investment package for most of our plans includes:
  • A multi fund family platform of 50 to 75 mutual funds
  • 24 hour interactive online and telephone account access
  • Quarterly participant statements
  • Enrollment meetings for participants
  • Ongoing local customer service from licensed financial professionals



 
  P 505.243.7222
F 505.243.5959
  Abacus Retirement Solutions, LLC
400 Gold Ave SW Suite 1060

 
  T 888.505.4015   Albuquerque, NM 87102