Retirement Plan Administration for:
Defined Benefit Plans
401(k) Plans including safe-harbor
Profit Sharing Plans inlcuding age-weighted allocations
Includes Preparation of:
Annual Valuation Report
Forms 5500/5500-SF/5500-EZ as necessary
Benefit Statements and Payout Packages
Consulting
Additional Services
Plan Documents through:
Employee Benefit Systems, Inc.
Present Value Calculations in Divorce
Studies of ongoing or potential pension plans
Expert Witness
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