Consulting Adviser
Consulting Services Include
- Plan and trust design
- Written Procedures
- Compliance Review
- Contract negotiation
- Plan administration
- Investment of plan assets
- Participant investment education
- Required participant disclosures and notices
- Contribution eligibility and deduction
- Nondiscrimination testing
- Form 5500 annual return/report
- Business related events (plan merger, disposition, termination)
- Competitive provider arrangements
- Monitoring important dates and deadlines