Plan Administration

Plan administration continues to be a very complicated process due to current laws and regulations. Our services will assist you in complying with these complicated laws and regulations. Our services include preparation of:

•       Plan documents and plan amendments,

•       Form 5300 filing (plan determination letter request),

•       Benefit calculations and distribution forms,

•       Plan coverage and nondiscrimination testing,

•       Form 5500 filings and other government filing requirements,

•       Annual participant notices or summary annual reports,

•       Minimum funding requirements and maximum tax-deductible limits,

•       Adjusted Funding Target Attainment Percentage (AFTAP) Certifications, and

•       Summary plan descriptions or summary of material modification.

These services will ensure:

•       Timely filing of required government forms and participant notices,

•       Consistency between plan provisions and plan administration, and

•       Documentation of plan administration rules.