In
these days when large, impersonal investment firms offer
"one-stop shopping," we remain a small firm, so
we can design our services to fit your company. Our
clients feel comfortable knowing that they can always turn
to us with a question or request, and that they and their
employees will receive a prompt, friendly, and accurate
response.
Administrative
services include:
- Participant
record-keeping
- Participant
/ employer reporting
- Loan
administration
- Distribution
processing
- Contribution
calculations
- Non-discrimination
testing
- Form
5500-series reporting
Pension
plan "compliance" means making sure that each
IRS requirement applying to retirement plans is met every
plan year. With each round of pension "simplification"
legislation, accomplishing this becomes more complex.
This
area of pension plan administration is often overlooked
or under-appreciated by small employers. Concern over
administrative costs often leads an employer to choose an
investment and administration package that keeps costs artificially
low. But the long-term cost of this choice is often
much higher than is first apparent.
We
believe keeping your retirement plan in compliance with
IRS regulations is our most important service, and it is
a function that neither investment firms nor you the employer
can perform well.
Because
we are a small firm, our costs are low, and our fees remain
very competitive. You receive excellent compliance
work for a reasonable price.
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