Plan Administration Services

• Maintenance of basic Plan account, where possible using a no-fee bank account.
• Calculation of annual contributions.
• Determination of eligible employees.
• Maintenance of overall Plan records, including investment information, Plan accounting, etc.
• Preparation of Annual Valuation reports, including Annual Participant Statements.
• Optional quarterly asset updates.
• Preparation and filing of "5500" series tax returns and related schedules.
• Calculation and handling of distributions to terminated participants.
• Tax reporting of distributions ("1099's").
• Ongoing review of applicable Law, Regulations, Rulings, etc.
• Recommendations for Plan revision as appropriate, based on changing needs of Plan sponsor and/or changes in governing laws, etc.
• For Defined Benefit Pension Plans, actuarial determination of funding level and actuarial certification.

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401(k) Administration Services

• Discrimination testing to determine permissible deposits.
• Determination of eligible employees.
• Maintenance of Plan records, including investment information, internal Plan accounting, etc.
• Preparation of Annual Valuation Reports, including Annual Participant Statements.
• Optional Quarterly Asset Listings and Participant Statements.
• Preparation and filing of "5500" series tax returns and related schedules.
• Calculation and handling of distributions to terminated participants.
• Tax reporting of distributions ("1099's").
• Ongoing review of applicable Law, Regulations, Rulings, etc.
• Recommendations for Plan revision as appropriate, based on changing needs of Plan sponsor and/or changes in governing laws, etc.

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