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
Does Not Include:
Unless specifically instructed with data provided and at no charge:
1) consulting on new or ongoing plans
2) preparation of forms 1099-R with 1096 *
3) preparation and submission of forms 8955-SSA *
* No charge if under 5 forms
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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