Plan Installations


  • Plan Design and Document Preparation

Annual Administration


Defined Contribution Plans

  • 401(k) Plans

    • Safe Harbor Match

    • Safe Harbor Non-Elective

  • Profit Sharing Plans

    • Cross-Tested Plan

    • Age-Weighted Plan

    • Integrated with Social Security

  • 401(k) Profit Sharing Plans

    • Using above-mentioned options


  • Loan Administration in Plans

  • Asset Reconciliation

  • Determination of Benefits for Terminated Employees

  • Preparation of Form 5500 for filing with Department of Labor