Services We Provide
Our Process & Company
Our Fees

Services We Provide

We perform the administrative and actuarial services below. However, be aware that many of our clients believe our most valuable service is to understand your full life situation, and plan on how to integrate the pension plan into your plan for your life.

Types of Retirement Plans Serviced

  • Defined Benefit Pension Plans
  • 401k Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans

In each type of plan, you can place employees into different groups or tiers, and then schedule benefits to benefit one or more of those groups. These groupings may need to be changed from time to time.

Administration Services

  • Plan document services
    • initial preparation
    • required government amendments
    • client desired amendments
    • restatements
  • Summary Plan Description
  • Submission of plan document to IRS to get a Determination Letter

Annual Services

  • Advance planning
  • Discussion on allowable contributions and allocations
  • Year end valuation reports
  • Individual statements for participants
  • EFAST2 reports form 5500 series - including electronic filing assistance
  • Full actuarial work as required
  • Distribution calculations and support, including RQMD (minimum requirements starting at age 70.5)
    Loan documents
  • Nondiscrimination testing, ADP/ACP testing
  • Beneficiary designation forms

Plan Audits
If your plan is audited by the IRS or the DOL, we provide all work necessary for the audit

Plan Termination
If you choose to terminate your plan, we provide the paperwork and calculations necessary, and guide you through the process from beginning to end.

Other Stuff
Other things come up in the life of your pension plan; whatever we can help you with, we will help you with.

Serving Clients Nationwide - Los Angeles & Ventura Counties, Southern California - San Francisco - New York - Boston - Miami - Chicago - Nashville