Available Plans

Defined Contribution (401(k), Profit Sharing, Money Purchase) Plans

  • Determine employee eligibility and plan entry.
  • Update and maintain participant vesting percentage records.
  • Determine eligibility for employer contributions and forfeitures.
  • Allocate employer and employee contributions, plan earnings and forfeitures if applicable.
  • Distribution processing: Calculate distribution amounts, prepare required distribution and release forms.
  • Loan & Hardship withdrawal processing: including setting up of loan accounts, preparation of promissory note and amortization schedule.
  • Reconcile retirement trust accounts.
  • Prepare participant statements reflecting total and current vested account balances.
  • Monitor participants for Required Minimum Distributions

Defined Benefit Pension Plan

  • Determine employee eligibility and plan entry.
  • Update and maintain participant vesting percentage records.
  • Determine participant eligibility to receive benefit accrual.
  • Prepare annual actuarial report and certification, for Schedule B
  • Actuarial calculation of required employer contributions.
  • Preparation of individual benefit statements reflecting projected monthly benefits at retirement and current vested accrued benefits.
  • Distribution processing: Calculate distribution amounts, prepare required distribution and release forms.
  • Monitor participants for Required Minimum Distributions