Complimentary Consultation
7777 Alvarado Rd., Suite 302, La Mesa, CA 91942
Services We Provide
Plan Design & Consulting
Customized Plan Design Tailored to Meet your Goals
Getting Started
- Initial Plan Design & Consulting
- Plan feasibility studies
- Takeover Determination and Assistance
- Complimentary review of current Plan or consult on new Plan
Document Design
A Creative Approach to Your Benefits Package
Qualified Plan Documents
- Document Design including Adoption Agreement
- Plan and Trust Documents with Opinion Letter
- Summary Plan Description
- Participant Notification, including Enrollment
- Plan Amendments, Resolution and Summary Material Modification (as needed)
Administrative Services
Let Us Administer Your Plan While You Run Your Business
Annual Services Available
- Form 5500 (EZ, SF) & all required schedules
- Forms 8955-SSA, 1096 & 1099-R Reporting, 945, etc.
- Participant Loans (determination, documents and servicing)
- Participant/Plan Termination, Distributions, Rollovers
- Qualified Domestic Relations order (QDRO) review, assistance or preparation
- Full asset Audit & Reconciliation (for verification of all contributions, distribution, etc. per Plan Year)
- Actuarial Certification & Report - Valuation, Schedule SB
- PBGC Filing & Terminations
Additional Services We Provide
A Team Approach to Your Retirement
Additional Services
- IRS, DOL & PBGC Audit services
- Plan feasibility studies
- Corrective Issues
- Communicate and coordinate with Advisors (CPA, Cash Manager, Investment Advisor, etc.)
- On site employee meetings
Start a Plan, Secure Your Future.