Our services include: consulting on plan design, preparation of plan documents and employee notices, trust accounting, performing compliance and non-discrimination testing, preparation of government forms (including Forms 5500 and 8955), allocation of employer contributions – often maximizing owners, and withdrawal/rollover/loan processing.
We are not in the investment business but partner with local financial advisors and full-service investment record-keepers. We work closely with your CPA or tax advisor and are always happy to take calls from plan participants.
Month: March 2018
