Plan Design and Installation
- We will help you determine the type of plan that is best for you and your business based on your goals and objectives.
- Plans include 401(k) plans (traditional, safe harbor, Roth), profit sharing plans, multiple employer plan, and other related plans.
We will coordinate all the IRS filings and paperwork.
Installation Services include:
- Plan and Trust document
- Summary Plan Description
- DOL and IRS submission forms
- Employee Notices and Information Literature
Plan Administration
- Administrative and recordkeeping services
- Plan year end evaluation
- Compliance testing
- Government reporting
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