Once the plan is installed, we will provide assistance in the periodic administration tasks for the plan.
• determination of employer contributions
• preparation of periodic valuation/allocation
• reports (annually, quarterly or monthly)
• performance of periodic testing for participation, coverage, top-heaviness, and anti-discrimination
• preparation of periodic employee statements (annually, quarterly or monthly)
• assistance with completion and filing of IRS 5500 series forms
• preparation of summary Annual Report (or ERISA Disclosure Statement)
• calculation of accrued vested and nonvested liabilities in accordance with FASB disclosure requirements (if applicable)
• determination of premium payment and completion of PBGC Form 1 and Schedule A to fulfill requirements of the Pension Benefit Guarantee Corporation.
If you would like a fee quote for design, installation and/or administration, please complete the Request for Proposal/Census Form in the RFP menu.
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