We provide comprehensive outsourcing services for all types of defined contribution plans, from basic 401(k) to cross-tested profit sharing plans. Our standard services include:

  Plan Design
   We work with plan sponsors to define the plan objectives, then tailor the plan design to achieve these goals.
  General Consulting
  Our close-contact, proactive approach results in efficient and customized solutions.
  Advanced Recordkeeping and Reporting
  Our technology allows us to deliver timely and accurate recordkeeping and administration in both daily and traditional environments.
  Participant Access
  User friendly web and voice response systems that allow access to critical participant information.
  Open Architecture
  This makes a broad selection of investment vehicles possible.
  Technical Guidance and Compliance
  We are committed to ensuring that our clients fulfill all regulatory requirements.
  Preparation of Required Government Filings
  We prepare signature ready forms such as:
 
  • Form 5500 and supporting schedules
  • 1099R and Form 945
  • Summary Annual Reports
   
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