​• Design a plan to meet the needs of the owners, employees and the business itself.
• Review the existing plan provisions and recommend changes to fully meet the employer's goals and objectives.
• Prepare plan documents and notices as required by the IRS.
• Prepare customized enrollment and administrative materials.

• Plan amendments, terminations

and mergers.
• Assist with IRS and DOL audits.
• Plan designs, studies, and projections.

​• Calculate employee eligibility and plan entry.
• Maintain participant vested percentage records.
• ADP/ACP Testing, and other compliance testing
• Allocate employer and employee contributions, and forfeiture, if applicable
• Prepare plan trust accounting.
• Calculate participant distributions.
• Loan processing and record keeping
• Prepare Safe Harbor Notice
• Prepare Form 5500s and SAR
• Prepare customized participant statements.

• Defined Benefit Actuarial Services
• Cash Balance Plan Administration
• 401(k) Profit Sharing Administration
• Defined Contribution Administration
• Age-weighted and Cross-tested Plans
• Plan Design and Consultation
• Plan Takeover
• Plan Document Preparation and Maintenance
• Compliance Testing
• Contribution Calculations
• Participant Distribution Calculations
• Participant Recordkeeping and Reporting
• Annual Reporting and Filing (e.g., Form 5500 and Schedules)
• PBGC Filing
• Plan Termination

• Calculate employee eligibility and plan entry.
• Maintain participant vested percentage records.
• Prepare annual actuarial report and certification.
• Actuarial determination of required employer contributions.
• Preparation of individual benefit statements.
• Compliance testing
• Calculation of distribution amount, preparation of required distribution notices.
• Prepare From 5500s and SAR/AFN
• Prepare PBGC Filings.