Retirement Plan Solutions
From plan design to recordkeeping to asset management services, our experts take care of all aspects of your program, letting you and your people focus on the success of your business -
not on administrative tasks.
Deferred Compensation Plan Design and Consulting Services
- Design of for-profit and non-profit nonqualified plans
- Review and design of SAR and Phantom stock plans
- Section 409A compliance reviews
- Income tax and payroll tax consultation
Qualified Retirement Plan Design and Consulting
- Design of qualified retirement plans
- Representation before IRS or DOL
- Plan amendments, terminations, and mergers
- Problem resolution
Comprehensive Plan Review (CPR)
- Plan design review
- Review IRS and DOL audit areas
- Investment review
- Assist with retirement plan correction
Qualified Retirement Plan Administration
- IRS-approved prototype plans
- "New Comparability" plans
- Model documents
- Summary Plan Descriptions
- Administrative forms
Recordkeeping and Accounting
- Compliance testing
- Participant record keeping
- Allocation of earnings and contributions
- Plan loans and distributions
- Trust accounting and valuation
Reporting
- Plan summary reports
- Participant reports
- IRS and other governmental reporting
Employee Communication
- Initial and periodic meetings
- Internet and telephone availability
- Written educational materials
Qualified Retirement Plan Audits
- Plans with 100 or more participants
