• Consultation with client to determine the best Retirement Plan Design

  • Regional Prototype Defined Contribution Profit Sharing & Money Purchase Pension

  • Individually Designed Retirement Plans (401(k), Profit Sharing, and Money Purchase Pension)

  • Announcement and enrollment services

  • Investment vehicle recommendations

  • Monthly, quarterly, semi-annual or annual participant record keeping

  • Compliance testing and recommendations

  • Preparation of annual IRS 5500 filings

  • Preparation of 1099R and 1096 Forms
About_Us
Provider_Search  
Our_Services  
Clients_Only  
GPA_News
Health_Info