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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

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

Summary Plan Descriptions required to be distributed to plan participants

Regulatory and Discretionary Plan Amendments

IRS Letter of Determination Submissions

Regulatory Participant Notifications

Administration Services

Third-party Administration

Forms 5500 and Summary Annual Reports

New Comparability Profit Sharing Calculations and Testing

Employer Contribution Calculations and Projections

Non-Discrimination Testing: ADP, ACP, Coverage and Top-heavy Tests

Processing of Participant Distributions and Loans

Required Minimum Distribution Calculations

Review of Qualified Domestic Relations Orders

Plan Operation and Design Review

Fiduciary Compliance Assistance

Plan Mergers

Plan Terminations

Controlled Group Determination

Forms 5330 Prohibited Transaction Filing

Delinquent Filing of Forms 5500

Self-correction and Voluntary Correction Programs

IRS and DOL Inquiries and Examinations

Assistance to Independent Public Accountants

Technical Advisory Services
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