Third Party Administrative Services

We pride ourselves in offering a comprehensive Third Party Administrative service. Our dedicated staff will give you the personal attention you deserve while making the process straight forward, hassle-free, and on your terms, all at a competitive price.

Standard Services:
Annual Compliance
Determination of Top-Heavy Status
Determination of Eligible Employees
Determination of Vesting and Distribution Processing
Allocation of Employer Profit Sharing Contribution
Allocation of Forfeitures
Coverage Testing
Preparation of Form 5500
Preparation of Summary Annual Report
Determination of Maximum Deductible Contribution
Preparation of Safe Harbor Notice
IRC Section 415 and 402(g) Review


Limited-Scope 3(16) Fiduciary Services:

Distribution of Required Notices

Documentation of Required Notice Distributions

Additional Services:
Plan Set-Up
Document Services
Assistance with Audits
Plan Amendments
Compliance Consulting

Or call (614) 339-1918