Services
What We Do
Our Name defines what we do. We are your Plan Administrator Fiduciary.
Our team makes sure your plan is compliant and free of fiduciary errors. We save you time and money while reducing your risk.
How We Work
Our job is to help ensure your retirement plan adheres to regulations and reduces your administrative effort, resource burden and risk of liability.
With our outsourcing options customized to fit your needs, you can rest easy that your plan is compliant and adheres to a prudent, professional and documented process.
We work collaboratively with your current service providers and do not require changes to your preferred relationships.
Retain your:
Payroll service, advisors, ERISA counsel, Non-fiduciary third party administrator (TPA), custodian, recordkeeper and / or investment managers, and CPA auditor
We Design a Custom Plan and Approach For You
We design a package of fiduciary retirement plan administration services that fits your situation.
We take into account your internal systems and resources for any fiduciary retirement plan administration responsibilities that you retain.
We offer the flexibility to add additional services as needed.
Available Services
We can work with you to develop a customized plan and set of services to meet your unique situation and need.
Determining eligibility
Authorizing corrections
Reviewing forms, notices and SPDs
Mailing forms, notices and SPDs if the recordkeeper does not
Reviewing, approving, signing and submitting the annual Form 5500
Approving loans and distributions
Resolving loan and distribution issues
Reviewing and signing plan amendments
Providing fidelity bond coverage
Providing comprehensive plan due diligence
Engaging and overseeing the Third Party Administrator
Scheduling annual meeting with you
Ensuring that the payroll system is properly coded
Processing payroll changes for deferrals and loan payments
Auditing automated payroll transfer files
Managing participant interactions, issues and inquiries
Interacting with the CPA auditor so you do not have to
Coordinating any recordkeeper or asset custodian changes
Managing mergers and acquisitions
Determining eligibility
Authorizing corrections
Reviewing forms, notices and SPDs
Mailing forms, notices and SPDs if the recordkeeper does not
Reviewing, approving, signing and submitting the annual Form 5500
Approving loans and distributions
Resolving loan and distribution issues
Reviewing and signing plan amendments
Providing fidelity bond coverage
Providing comprehensive plan due diligence
Engaging and overseeing the Third Party Administrator
Scheduling annual meeting with you
Ensuring that the payroll system is properly coded
Processing payroll changes for deferrals and loan payments
Auditing automated payroll transfer files
Managing participant interactions, issues and inquiries
Interacting with the CPA auditor so you do not have to
Coordinating any recordkeeper or asset custodian changes
Managing mergers and acquisitions
Still Have Questions?
Please don’t hesitate to contact us via email, by phone or by sending us a message if you have any questions regarding your unique situation.