6 Key Services for Your Plan
1
Pre-Approved
Prototype Documents
We are able to customize the plan provisions to suit your objectives within a pre-approved framework saving you on costs and time. Custom documents may be offered when the benefits outweigh the costs.
2
Accounting of
Your Plan
Investments:
We review your investment holdings and track all deposits and withdrawals to verify the plan value at the end of each plan year. Rest assured that no plan assets will be overlooked.
3
Calculation of
Contributions
and Benefits
We determine the eligible participants based on the terms of Your Plan and calculate the best range of contributions. When employment is terminated, for any reason, we assist with the calculation of vested benefits, provide distribution election forms, and prepare payment instructions.
4
Preparation
of Form
5500
The annual requirement to file Form 5500 and its related schedules are signature (or e-filing) ready and timely. We monitor all deadlines on your behalf.
5
Participant
Loans
This is a valuable provision to plan participants as it gives them access to their funds without disturbing their future – they borrow from their vested account balances and pay themselves back with interest. We assist with the calculation of loan amounts available and provide loan documents and amortization schedules.
6
Answering
Questions
By educating our clients about their plans, our clients will value their retirement plans. We make ourselves available to you by telephone and by e-mail.