Our Services

Home Page
About Us
Our Services
Contact Us
Agent/Broker
Employee
Employer

Documents

Fully Compliant Plan Document, Summary document to educate and inform plan participants, Sponsor administrative and compliance procedures manual

Agreements

Adoption Agreement, Product Provider Service Agreement, Provider Hold Harmless Agreement, Salary Reduction Agreement

Monitoring

Compliance Monitoring, Transfer monitoring with approved products, Contribution and catch-up limit monitoring, Hardship distribution approval and deferral suspension notification and monitoring, Loan approval and monitoring, Required Minimum distributions (RMD)

Single Source Remitting Services

Including additional employee/employer programs. 401(a) Section 125 Plans, Health Reimbursement (HRA), FICA alternative plans, and Special pay plan