Highlights
- Maintain plan documents.
- Calculate participant eligibility and vesting
- Prepare annual Form 5500.
- Plan QA and compliance services
- Prepare profit-sharing allocations.
- Enhanced administrative services – Streamline your duties using web-based services for enrolling new employees, tracking loans and other participant activity as well as for accessing important plan document. and more.
- Automatically report 401(k) payroll contributions and census data to record-keeper each pay period. Automated data transfers mean smoother data exchanges and reduced errors and time
- Integrating payroll with 401(k) administration allows for automated collection of key data required for nondiscrimination testing.
Packaged 401{k) Services include:
- Reduce Administrative burden from traditional 401(k) platforms.
- Experienced and dedicated Advisory services.
- Award-winning record-keeper.
- Complete Index Fund option line-up.
- Flexible plan administration.
- Investment services – A variety of tools, reports and notifications help participants track individual investment performance.
- Employee communication and education – Access a comprehensive program of online tools designed to build retirement plan awareness, encourage enrollment and drive better retirement outcomes for your employees.
- Very competitive pricing compared to other payroll companies.