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Services: Retirement Plan Design & Administration

As businesses and individuals mature, it may become appropriate to implement a retirement savings program. We are able to analyze the business and it's employees to determine if a retirement plan is appropriate and what type of plan will best meet the needs of the client. We can assist in the design and implementation of the retirement plan. We also provide ongoing administrative services for defined contributions plans, including the following:

• Calculations of annual plan contribution amounts
• Calculation of all required non-discrimination testing
• Preparation of Form 5500 and all relevant attachments
• Preparation of Participant Statements and Disclosure Information
• Preparation of Terminated Participant Election Forms
• Annual preparation of forms 1099R and 1096 when required
• Monthly, quarterly or annual plan accounting
• Preparation of Annual Financial Statements