Consulting
▼ New Comparability studies
▼ Mergers/acquisitions and plan
terminations
▼ QDRO review
▼ IRS determination letter filings
▼ Legal research
▼ IRS/DOL filings and negotiations
▼ DOL or IRS audits
▼ Employee Plans Compliance
Resolution (EPCRS)
▼ Legislative change impact
▼ Plan implementation and design
▼ Problem resolution
If you need to schedule a review of your current plan, or maybe you're ready to get started on a new plan ... please call us at 615.309.9900!
implementation
▼ Profit-sharing plans
▼ 401k plans
▼ 401k Safe Harbor plans
▼ New Comparability plans
▼ ESOP plans
▼ 457 plans
▼ 403(b) plans
▼ Non-Qualified plans
▼ Davis-Bacon plans
▼ Cash balance plans
administration
▼ Benefit calculations/distributions
▼ Create/maintain database
▼ Reconcile accounts
▼ Perform compliance and
non-discrimination testing
▼ Corrections of compliance
testing failure
▼ Calculate employer contributions
▼ Management reports
▼ Prepare government reporting
forms & Summary Annual Report
▼ Participant statements
▼ PPA statements
▼ Participant loan administration
▼ Auditor/accountant assistance
▼ Prepare 1099R/1096 forms
▼ HR outsourcing
design
▼ Plan documents
▼ Summary Plan Descriptions
▼ Administrative forms
