Retirement Benefits Designs, LLC
Administration & Consulting
Building Your Future Wealth with Today’s Retirement Benefits
Certified By:
American Society for Pension Professionals and Actuaries
Member of:
Melville Chamber of Commerce
Other Affiliations:
NIPA - National Institute For Pension Administration
American Retirement Association
SHRM - Society for Human Resource Management
SERVICES
We provide employers with customized plan designs, efficient and painless plan setup or transition and
on-going third-party administration services. We also offer retirement benefits consulting, compliance and correction assistance.
Plan Documents
Plan Document Designs tailored to the Employer's needs and cost objectives
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Summary Plan Descriptions required to be distributed to plan participants
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Regulatory and Discretionary Plan Amendments
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IRS Letter of Determination Submissions
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Regulatory Participant Notifications
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Administration Services
Third-party Administration
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Forms 5500 and Summary Annual Reports
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New Comparability Profit Sharing Calculations and Testing
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Employer Contribution Calculations and Projections
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Non-Discrimination Testing: ADP, ACP, Coverage and Top-heavy Tests
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Processing of Participant Distributions and Loans
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Required Minimum Distribution Calculations
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Review of Qualified Domestic Relations Orders
Plan Operation and Design Review
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Fiduciary Compliance Assistance
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Plan Mergers
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Plan Terminations
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Controlled Group Determination
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Forms 5330 Prohibited Transaction Filing
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Delinquent Filing of Forms 5500
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Self-correction and Voluntary Correction Programs
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IRS and DOL Inquiries and Examinations
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Assistance to Independent Public Accountants