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Design Services Design and prepare documentation for defined benefit, defined contribution, 401(k), 403(b), Section 125, ESOP, fringe and welfare benefit plans and nonqualified plans. Consulting Services Plan termination, reorganization of poorly administered and regulation compromised plans, plan mergers and acquisitions, valuation for marital dissolution. ERISA compliance analysis. Assisting the plan sponsor with the selection of investment choices utilizing objective techniques and criteria. Administrative Compliance Services Defined benefit plan and municipal plans actuarial services. 401(k) and 403(b) compliance testing. Testing of age-weighted and cross-tested plans. Audit Preparation Services Preparation of all documents required by the plan’s auditors minimizing the plan sponsor’s staff involvement. Administrative Record-Keeping and Custodial Services Daily valuation of participant accounts. NFCC trading platform and nationally recognized custodial trust companies. Participant and administrative website with state-of-the-art data management and report generation capabilities. Participant Services 24-hour, 7-day call center staffed by knowledgeable and dedicated service personnel. All participant needs i.e., information, distributions, loans etc. are serviced without the intercession of the plan sponsor’s staff. On-site participant investment education performed by a national staff of highly qualified professionals. |
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