Complimentary Consultation
7777 Alvarado Rd., Suite 302, La Mesa, CA 91942
Value of using us as your Third Party Administrator (TPA)
Plan Design & consulting Services
Plan Design & consulting Services
Plan Design & consulting Services
- Determine which plan is most suitable for the goals of the business.
- Maximize Employer tax deductions and desired participant outcomes.
- Develop a plan that encourages recruitment and retention.
Plan Compliance & Document
Plan Design & consulting Services
Plan Design & consulting Services
- Perform compliance testing for the Plan which are mandatory and complicated.
- Maintain and may design or Amend the plan documents to remain in compliance with existing laws and regulations.
- Operate the plan in accordance to the terms set forth.
Annual Administration
Plan Design & consulting Services
Accuracy & Compliance of Plan Records
- Create benefit statements with accurate vesting
- Summary Annual Report
- Form 5500 & Related Schedules
- Prepare Summary Plan Description
- Employee notices and yearly valuations
- Assist in participant distributions
Accuracy & Compliance of Plan Records
Accuracy & Compliance of Plan Records
Accuracy & Compliance of Plan Records
- Eligibility
- Employer calculations
- Loans, QDROs, RMDs
- Reconciliation of Accounts
Technical Expertise
Accuracy & Compliance of Plan Records
Technical Expertise
- Assistance with DOL, IRS or FTB Audits
- Compensation definitions and guidance
- When to hire an ERISA Attorney
Cost Efficient
Accuracy & Compliance of Plan Records
Technical Expertise
- Fees are cost competitive for this industry based on the technical skill required to Administer a qualified plan.
- Our success depends on satisfied clients who will refer us to their peers.
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