Retirement Plan Administration

Retirement Plan Administration from Life, Inc. Retirement Services

By: Life, Inc. Retirement Services  11/10/2014
Keywords: Profit Sharing Plans, Retirement Solutions, Pension Plans

We offer a thorough evaluation of your plan from design meeting your employee demographics, and highlight potential areas of concern. We will make appropriate plan design suggestions, and explain the pro's and con's of the different options to make sure that the employer is fully aware of their options. Administration Services -Maintenance of the plan's key documents -Evaluate plan design, and make recommendations -All government required test and filings -Employer contribution calculation preparation & allocation -Fiduciary support & education for your plan's fiduciaries -Audit support for large plans -Distribution & loan calculation -Employee eligibility determinations -Maintain participant vesting -Processing and monitoring participant required minimum distributions -Prepare notifications for participants (Safe Harbor, 404(c), QDIA, etc.), and assist on their distribution -Identify terminated participants & assist on their removal from the plan to lower costs

Keywords: 401k Retirement Plan, Cash Balance Plans, Company Retirement Plans, Defined Benefit Plans, Pension Plans, Profit Sharing Plans, Retirement Benefit Options, Retirement Solutions

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