![](./images/services-banner.jpeg)
Services
DC Plan Administration and Compliance
![](./images/about-us-background.gif)
![](./images/pension-img.jpeg)
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
![](./images/about-us-background.gif)
![](./images/WorldMap.jpg)
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