Consulting

• Plan Design
  

• Creative Use of Nondiscrimination Rules
  

Document Preparation

• Plan Documents / Amendments
  

• Summary Plan Description
  

• IRS Determination Letter Filing
  

• Enrollment / Beneficiary Designation Forms
  

Plan Administration

• Actuarial Valuations
  

• Allocations
  

• Investment Income Allocations
  

• Plan Compliance
  

• Nondiscrimination Testing
  

401(k) Contributions

Matching Contributions

Employer Contributions

• Employee Statements
  

• Form 5500 and Required Schedules
  

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