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Certified By:
American Society for Pension Professionals and Actuaries
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Member of:
Melville Chamber of Commerce
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Other Affiliations:
NIPA - National Institute For Pension Administration
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American Retirement Association
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SHRM - Society for Human Resource Management
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SERVICES
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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

Technical Advisory Services

Retirement Benefits Designs, LLC

445 Broadhollow Road, Suite 25 • Melville, NY 11747

Phone: (631) 261-9500 • Fax: (631) 337-4083

Email: info@benefitsdesigns.com

Website Designed and Maintained by MAXBURST

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