STARTING A NEW PLAN?
If you are considering starting a new plan, we can provide all the necessary plan documents including a summary plan description, forms, and required notices to make sure your plan gets off to a smooth start.
ALREADY HAVE A PLAN?
If you already have a plan in place, we provide plan administration which maintains the plan after it is set up.
Our services include:
- Employer reports and employee benefit statements.
- Plan documents and required amendments.
- Enrollment, distribution, and all other critical forms.
- We provide full government compliance. This includes all related compliance testing and necessary government filings, including form 5500 and related schedules, for your plan.