COMPLETE PLAN ADMINISTRATION SERVICES
In serving as a specialized consulting firm to a variety of companies, our entire professional staff stands ready to assist our clients in insuring total and complete compliance with government regulations and guidelines. In so doing, we:
o Install the plan;
o Prepare all forms to request IRS determination letter and approval;
o Prepare and submit a Summary Plan Description;
o Prepare actuarial data to substantiate the company's contributions;
o Provide a signed actuarial certification (Schedule SB of Form 5500) along with all required 5500 forms;
o Complete an Actuarial Valuation and determine the required contribution;
o Prepare Summary Annual Report;
o Prepare Employee reports for active and terminated participants;
o Prepare PBGC Form for the client to be filed annually;
o Explore Plan revisions to meet new objectives.
NEXT PAGE