401(k) & Pension Services
Our extensive consulting and technical background gives us the unique ability to design and administer retirement programs that range from very simple to extremely involved and complex. The ability to customize our software and provide these systems to our clients allows us to lead the upper echelon of local actuarial consulting firms.
401(k) & Profit Sharing Plans
- IRS & DOL Audit Assistance and Consulting
- Form 5500 Package Preparation
- ADP & ACP Non-discrimination Testing
- IRS & DOL Voluntary Compliance Programs
- Profit Sharing & Forfeiture Allocations
- Form 5330 Preparation for Refunds & Late Deposits
- Top-Heavy Plan Determinations
- Plan Design Services
- Drafting of Plan Documents & Amendments
- Fiduciary Liability & Plan Operation Consulting
- Cross-tested Analysis for New Comparability
Defined Benefit Pension & Cash Balance Plans
- PBGC Form 1 Package Preparation
- Form 5500 Package Preparation
- Schedule SB Preparation & Plan Funding Consulting
- Top-Heavy Plan Determinations
- Enrolled Actuarial Representation for IRS Proceedings
- Plan Design Services
- Drafting of Plan Documents & Amendments
- Preparation of Actuarial Valuations
- Preparation of Benefit Certifications