Sponsor Services
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Online Access:
- Ability to perform administrative tasks
- Review plan provisions
- Maintain employee data & eligibility
- Process contributions
- View plan activity (loans & distributions)
- Access forms and reports
- Develop comprehensive reports available online in multiple formats (PDF, Excel, Text, TIFF, and HTML) for printing or dfdfarchiving
To view the Sponsor Website Guide - Click Here
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Third Party Administrative Services:
- Retirement plan recordkeeping and administrative services
- Affordable Price
- IRS Audit Guarantee: any CPA time needed for an IRS audit or notice is complimentary as part of our service
- Customization and amendments of your Plan Document
- Compliance testing
- Plan design to reach you and your employee’s goals
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Fiduciary Services Program™:
- Fiduciary Audit File Table of Contents
- FSP Overview
- 404c Protection
- What makes me a fiduciary?
- More...
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About Our Firm:
- Access to multiple CPAs on staff
- Administer numerous employee benefit services nationwide