DEFINED CONTRIBUTION PLANS
DEFINED BENEFIT PLANS
Unique Capabilities
- Using pre-tax dollars in purchasing commercial real estate and life insurance
- Specializing in 24-hour Black-Out Periods
- Ability to fully establish retirement plan within 24-48 hours
- Providing Investment Policy Statements
Services
- 3(16) Fiduciary Services
- Defined Contribution & Defined Benefit Plans
- Loans Services & Hardship Withdrawals
- Online Access to Account Information
- IRS Form 5500 preparation
- New Comparability Plans
- Quarterly & Annual Statements
- Top Heavy & ADP/ACP Testing
- Compliance Consultation
- Trust Documents, Adoption Agreements, & Summary Plan Descriptions