Ancillary Services

 

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Key Benefits

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Takeover of existing Retirement Plans

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Plan Terminations:

           *    Preparation of government forms for the Internal Revenue Service.
           *    Preparation of government forms for the Pension Benefit Guarantee Corporation.

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Plans Audits:

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Review of non-client Plan documents:

            *    Determine compliance with the Internal Revenue Code.
            *    Review plan to determine if it is still meets with the employer's objectives.

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Consulting Services:

            *    Determination of Corporate Structures, i.e., controlled groups; affiliated service groups.
            *    FASB reviews and calculations
            *    Projected plan perspectives
            *    Initial plan implementation and studies 
            *    Determination of compliance for existing or takeover plan documents
            *    Section 410(b) coverage perspectives
            *    Consultation with regard to plan distributions and the tax treatment
            *    Employee benefit options on both qualified and non-qualified basis
            *    Key-man investment option 

 

 

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