SERVICES INCLUDE:

- Preparation of IRS Form 5500

- Work with Plan Sponsor on participant eligibility

- Annual Coverage Test

- Annual ADP / ACP nondiscrimination testing

- Annual Top Heavy Testing

- Annual Contribution Limits testing

- Participant loan processing & tracking

- IVesting updates based on census data received

- Consulting services based on failed discrimination test

- Consulting Services based on legislative & technical plan operation

- Plan Document services

- Audit Package – SSAE 16 Type II