Recordkeeping & Administration
Our consultative nature and years of experience ensure the highest level of service and flexibility in working with unique plan designs, outside assets, affiliated service groups, plan mergers/acquisitions, terminations and other unique circumstances.
Recordkeeping, Administration & Compliance
We provide all the administration and compliance services you need to keep your plan compliant with IRS and DOL regulations.
These services include:
- Plan Document Design & Review
- Production and Mailing of all Required Employee Notices
- Determination of Eligibility/Entry Dates
- Employee Quarterly Account Statements
- Terminated Employees Force Out Distributions
- Daily Valuation of Employee Account Balances
- Data Management & Payroll Integration
- Payroll Data & Deposit Confirmation
- Forfeiture Amounts & Allocation