Customized pension and profit sharing plans to fit the financial and benefit objectives of the employer.
On an ongoing basis, updating plan provisions to keep up with the changing law and benefit environment.
Document Preparation
Preparation of individually drafted plans to fulfill special needs of the employer.
Filing plans with the IRS, if required.
Creation of the Summary Plan Description (SPD) to be given to the plan participants. The SPD not only meets the requirements of the Department of Labor, but also provides an explanation to the employee that is easily understood.
Administration
Allocation and actuarial reports summarizing plan provisions assets, participants and/or actuarial information in support of allowable or required contributions.
Summary of trust activity.
Participant statements.
Annual reporting forms (Form 5500 et al.) as required by the IRS and DOL.
