- Retirement Plan Proposals
- Annual Administration & Valuation Reports
- Preparation of Employer and Participant Statement of Accounts
- Determine minimum funding contribution requirements each year
- 5500-SF & 5500-EZ filing preparation (along with any required accompanying schedules)
- Plan Restatements & Amendments to keep your Plan documents in compliance with current pension tax law
- Plan Distribution Forms & Benefit Option Statements
- Plan Loan Agreements & Amortization Schedules
- Required Minimum Distribution (RMD) Calculations
- Pension Benefit Guarantee Corporation (PBGC) Comprehensive Premium Filings.
- Supply Beneficiary Designation Forms
- Notary Public - in office and mobile options available