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Defined Benefits
Defined Contributions:
401(k),
403(b),
457,
Profit Sharing,
Money Purchase,
ESOP
Non-Qualified
Section 125
Section 132
Defined Benefits
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
Recordkeeping and Administration
- Conversion of plan administration
- Annual valuations
- Distributions
- Employee Loans
- Cash and asset reconciliation
- Payroll Interface
Compliance Services
- Government filings (Form 5500, including Schedule B, and other related
schedules)
- PBGC Premium calculations and annual filings
- Actuarial report and certification
- Eligibility screening
- Comprehensive compliance testing (410(b), 401(a)(4), 404, 415, etc.)
- Contribution calculations
- Compliance audits
- FASB reports
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Annual statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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Defined Contribution
401(k)
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Employee Loans
- Hardship Withdrawals
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings (Form 5500)
- Eligibility screening
- Comprehensive compliance testing (ADP/ACP, 410(b), 401(a)(4), 404, 415, 402(g), etc.)
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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403(b)
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Employee Loans
- Hardship Withdrawals
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings
- Eligibility screening
- Comprehensive compliance testing
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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457
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Employee Loans
- Hardship Withdrawals
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings
- Eligibility screening
- Comprehensive compliance testing
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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Profit Sharing
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Employee Loans
- Hardship Withdrawals
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings (Form 5500)
- Eligibility screening
- Comprehensive compliance testing (410(b), 401(a)(4), 404, 415, etc.)
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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Money Purchase
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Employee Loans
- Hardship Withdrawals
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings (Form 5500)
- Eligibility screening
- Comprehensive compliance testing (410(b), 401(a)(4), 404, 415, etc.)
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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ESOP
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing for Letter of Determination
- Plan amendments
- Feasibility study
- Emerging liability studies
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward asset valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Employee Loans
- Hardship Withdrawals
- Diversifications
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings (Form 5500)
- Eligibility screening
- Comprehensive compliance testing (410(b), 401(a)(4), 404, 415, etc.)
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
- Review ERISA bonding requirements, assist with purchase of fidelity bond as
needed.
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Non-Qualified
Plan Design
- Plan design and, when required, restatement of plan documents
- IRS filing
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward valuations
- Employee account trading:
- Contributions
- Realignments
- Distributions
- Self-Directed Brokerage
- Hardship Withdrawals
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings
- Eligibility screening
- Comprehensive compliance testing
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
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Section 125
Plan Design
- Plan design and, when required, restatement of plan documents
- Plan amendments
Recordkeeping and Administration
- Conversion in/conversion out of plan administration
- Daily and balance-forward asset valuations
- Employee claims servicing:
- Contributions
- Claim processing
- Check writing
- Cash and asset reconciliation
- Payroll interface
Compliance Services
- Government filings
- Eligibility screening
- Comprehensive compliance/discrimination testing
- Contribution calculations
- Compliance audits
- Mergers/acquisitions/spin-off analysis
- Qualified Separate Line of Business (QSLOB) analysis
Employee Communication
- Employee meetings
- Call center
- Web access
- Quarterly/yearly statements
- Custom employee letters/communiqués
Client Services
- Audit representation before the IRS and DOL
- Consulting, special projects and studies
- IT-related projects
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Section 132
Administration and Claims Processing
- Enrollment and election processing for Parking Program
- Employee Claims Servicing
- Check writing
- Direct deposit
- Claims review
- Cash and asset reconciliation
- Payroll interface
Consulting Services
- Consulting on Parking Program and Transportation Program
Employee Communication
- Employee meetings
- Online access
- Custom employee letters/communiqués
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