We manage the details, so you can focus on your business.
Our Services
Plan Design & Implementation
We’ll work with you to design a retirement plan that fits your goals and objectives. Then, we'll help put the plan into action.
Plan Document Maintenance
We keep your IRS-approved plan documents up to date. Every six years, we'll update your plan to meet new regulations and let you know when it's time. We'll handle drafting and providing plan amendments and related documents as needed.
Annual Valuation Report
We'll prepare an annual report detailing compliance testing results, account record changes, plan accounting, and summary information. We'll also discuss any necessary corrections or required actions needed to keep the plan in compliance.
Annual Compliance Testing
We handle all necessary compliance testing to ensure the plan meets DOL and IRS regulations.
Government Reporting
We will prepare signature ready government forms for any required annual filings.
Loan and Distribution Processing
We're here to help with any loan or distribution requests, making the process easy and hassle-free for you.