Services
DC Plan Administration and Compliance
Plan Administration:
- Census processing and determining eligibility
- Contribution Calculation
- Participant Vesting Calculation
- Enrollment
- Trust Accounting
- Earnings Allocation
- Distribution and Loan Processing
- Forfeiture Adjustments
- Prepare customized participant statements
Plan Testing and Reporting:
- Contribution deductibility calculations
- Annual additions testing
- Top heavy testing
- Coverage testing
- ADP/ACP testing
Annual Return Preparation:
- Preparation of Form 5500SF/5500EZ/5500 and related schedules
- Preparation of SAR for participants