We’ve Got You Covered
Smooth, on-going operation of your retirement plan is something we believe you should be able to take for granted.
All-to-often, plan sponsors end up worrying about the technical details of their plan and dealing with provider mistakes, delays, or poor communication. All things where you’d rather not spend your valuable time. With the Executive Retirement Plans team on your side, you won’t have to spend your valuable time on details we can manage. We’ve got you covered.
You can count on our seasoned team of experts to proactively manage your plan, administering all the details, filing the necessary forms and notices, and hitting all the deadlines that are required to keep your plan in compliance. This isn’t flashy work, but it requires great knowledge, expertise, and attention to detail. And we’re confident that’s what you’re looking for.
Our Services Include:
Annual Plan Administration – tailored to each plan type and plan design
All Compliance Testing – proactive planning to avoid issues
Compliance Corrections – getting things back on track if something has gone awry (most common in the plan implementation and transition phase)
IRS and DOL Reporting & Notices – tracking and managing the details
IRS Form 5500 & Related Reporting – consultative assistance as needed
Distribution & Participant Loan Processing – determining eligibility and obtaining necessary approvals
Audit Assistance – supporting our clients with more than 100 participants
Everything we do each day is purposefully designed to ensure your plan operates within all regulatory guidelines, is in compliance, and is performing optimally for key stakeholders. We will be proactive and alert to avoid any costly compliance problems and keep your plan in calm waters.
And every time we meet, we’ll update you about the operation of your plan using every-day language, leaving the jargon and pension-speak behind. You deserve to know what’s going on with your plan without becoming a retirement plan expert. In fact, client’s have often commented on how “normal” we are!
Executive Retirement Plans:
Providing the attention to detail you deserve