Initial Consultation
The first step to setting up a retirement plan is deciding what plan will best fit your company's needs.
With all the available plan types and options, this can be a difficult and confusing decision. We will consult
with you on an individual basis, and help you find the plan that is right for you.
Even if you decide not to use our services, your initial consultation and plan options review are absolutely free.
Plan Set-Up
Once a plan type is picked, a document for that plan must be applied for your business. We will guide you through
the process of designing your plan by explaining the meanings of the various plan options and creating a custom plan
document for your business.
Annual Administration
After your plan is established. We will make sure all the ongoing requirements to maintaining your plan are met.
This includes required amendments, contribution calculations, valuations of assets, distributions, notices to participants,
summary annual reports, non-discrimination testing, coverage requirements, vesting, annual tax filings, etc.
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