All-Inclusive Pricing with No Surprise Fees
Streamlined fees. No surprise invoices. Transparent Services
Individual 401k
401(k) Plan Administration for the single business owner and their spouse (if applicable). We have streamlined this process to provide you with a modern approach to your retirement plan administration by offering you a secure client portal to access and sign your documents and further communications.
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Secure client portal.
Ongoing plan administration and support.
Compliance & regulatory reminders
All inclusive plan administration services.
Form 5500 preparation and filing.
Free rollovers.
Free Plan Takeovers.
Annual plan testing for contribution limits.
Plan loans and distributions, if applicable.
Calculation of distributions, provide the participant with appropriate forms, and prepare and file 1099.
401k or Pension
401(k) plans, Profit Sharing Plans, Safe Harbor Match, ESOP, Defined Benefit or Cash Balance Pension Plan Administration for all businesses. All retirement plans are customized to fit your business and employee needs.
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Secure client portal.
Ongoing plan administration and support.
Compliance & regulatory reminders for each plan.
All inclusive plan administration services.
Actuarial certification for pension plans.
Form 5500 preparation and filing.
Free rollovers.
Free Plan Takeovers.
Review annual census and identify new entrants.
Determine participant eligibility and calculate their contribution.
Track forfeitures of non-vested funds.
Annual non-discrimination testing if applicable
Annual plan testing for contribution limits.
Plan loans and distributions, if applicable.
Calculation of distributions, provide the participant with appropriate forms, and prepare and file 1099.
Tech partnerships for easy and efficient data capture
Combo
Our combo plan combines your 401(k)-plan administration and defined benefit plan administration into an all-inclusive package. This is a yearly plan administration accounting for the entire current year – just broken down into a convenient monthly service package.
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Pricing is determined based on your custom plan
Secure client portal.
Ongoing plan administration and support.
Compliance & regulatory reminders for each plan.
All inclusive plan administration services.
Actuarial certification for pension plans.
Form 5500 preparation and filing.
Free rollovers.
Free Plan Takeovers.
Review annual census and identify new entrants.
Determine participant eligibility and calculate their contribution.
Track forfeitures of non-vested funds.
Annual non-discrimination testing if applicable
Annual plan testing for contribution limits.
Plan loans and distributions, if applicable.
Calculation of distributions, provide the participant with appropriate forms, and prepare and file 1099.
Tech partnerships for easy and efficient data capture
