A sample text widgetEtiam pulvinar consectetur dolor sed malesuada. Ut convallis euismod dolor nec pretium. Nunc ut tristique massa. Nam sodales mi vitae dolor ullamcorper et vulputate enim accumsan. Morbi orci magna,tincidunt vitae molestie nec,molestie at mi. Nulla nulla lorem,suscipit in posuere in,interdum non magna. | We are pleased to offer the following services:Retirement Plans | Administration Services | | - Plan Documents
- Summary Plan Descriptions
- FASB 87 Disclosure Statement
- IRS Submissions
- Individual Benefit Statements
- IRS Form 5500 and Related Schedules
- Actuarial Valuation and Comprehensive Reports
- Actuarial Certification (Schedule SB)
- Summary Annual Reports
- PBGC Forms and Certification
| Distributions &Plan Administration | Section 125 Cafeteria Plan Services | - ADP/ACP Testing
- 1099R Forms
- IRS and DOL Plan Audits
- Minimum Required Distributions
- Non-Discrimination Testing
- Overfunding Problems
- Plan Mergers/Spin-off’s
- Plan Terminations
- Resolving Compliance Issues
- Underfunding Problems
| - Flexible Spending Plans
- Health Savings Accounts
- Premium Only Plans
- Plan Documents
- Summary Plan Descriptions
|
| |