Record Keeping and Administration

Record keeping and administration are very key components to having a successful retirement plan.  It is crucial to know that your plan is in compliance, that all government forms are being filed on-time, and that participants have access to their accounts, as well as quarterly statements of their accounts.  Our record keepers are experts in providing:

  • •Compliance oriented approach
  • •Full recordkeeping services
  • •Full year-end testing
  • •Paying agent services
  • •Full Government reporting
  • •Audit assistance
  • •Participant Web Site
  • •Participant Voice Response Unit
  • •Ad-hoc reports

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