Provide administration services for defined contribution plans,
specifically 401(k) and profit sharing plans. (See Plan Services below)
Provide administration services for defined benefit pension plans.
Provide Defined Benefit Plan valuations to determine the current
funding status of the retirement plan and the contribution levels
necessary to meet regulatory reporting requirements.
Determine maximum allowable benefits, contributions and minimum
Perform compliance testing.
Prepare Forms 5500 and related schedules as required by ERISA
Calculate retirement, withdrawal, disability or death benefits for
participants and beneficiaries.
Determine benefits and liabilities for terminating plans as required
by various regulatory agencies.
Provide Summary Plan Descriptions, benefit statements and other
documents to communicate plan and benefit status.