Plans
Choose a pension plan that grows with you. Our expert guidance helps you navigate your financial journey.
Defined Contribution (401(k), Profit Sharing, Money Purchase) Plans
Determine employee eligibility and plan entry.
Update and maintain participant vesting percentage records.
Determine eligibility for employer contributions and forfeitures.
Allocate employer and employee contributions, plan earnings and forfeitures if applicable.
Distribution processing: Calculate distribution amounts, prepare required distribution and release forms.
Loan & Hardship withdrawal processing: including setting up of loan accounts, preparation of promissory note and amortization schedule.
Reconcile retirement trust accounts.
Prepare participant statements reflecting total and current vested account balances.
Monitor participants for Required Minimum Distributions
Defined Benefit Pension Plan
Determine employee eligibility and plan entry.
Update and maintain participant vesting percentage records.
Determine participant eligibility to receive benefit accrual.
Prepare annual actuarial report and certification, for Schedule B
Actuarial calculation of required employer contributions.
Preparation of individual benefit statements reflecting projected monthly benefits at retirement and current vested accrued benefits.
Distribution processing: Calculate distribution amounts, prepare required distribution and release forms.
Monitor participants for Required Minimum Distributions