Plan Administration

• Signature-ready IRS Form 5500 preparation
• Annual nondiscrimination and compliance testing
• Annual match, profit sharing or defined benefit calculation
• Plan design consultation
• Prototype or Volume Submitter document
• Summary Plan Description
• Summary Annual Report

Daily Recordkeeping

• Daily account valuation recordkeeping
• User friendly website access for participants
• Easy to understand quarterly participant statements
• Automated payroll processing
• Asset allocation modeling capability