About Us

Provide recordkeeping and administration for all Defined Contribution Plans. Daily or Balance Forward valuations. Interactive Voice Response and Internet services. Will prepare and mail quarterly participant statements (including all fulfillment requirements). Upon request, will prepare 1099R and 5500 forms. Responsible for all compliance testing. Vast knowledge (over 50 years) of complex defined contribution plans with old provisions. Responsible for all plan compliance (Sec 415, ADP/ACP and coverage testing, etc.) Our market- 25 to 4000 participants- nationwide. Our specialty- 401(k), Profit Sharing, Money Purchase, ESOP and excess plans.