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.
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