Services Offered

Plan Design – Plan design including eligibility requirements, vesting, timing of contributions, service crediting method, treatment of forfeitures, and any other features required to meet your objectives.

Plan Documents & Maintenance – Create and maintain documents as required by the IRS.

Employer Contribution Calculations – Calculate Employer contributions including, Match, Safe Harbor and Profit Sharing

Compliance Testing – Satisfy IRS Nondiscrimination and Coverage requirements, plus annual contribution limits

Plan Administration – Process participant distributions including, loans, hardship, in-service and Qualified Domestic Relations Orders

Form 5500 Filings – Prepare your Form 5500 and related schedules

We can customize your Qualified plan per your requirements.

For further details please contact our office 425-889-8855