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




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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