Retirement Plan Services strives to provide the highest quality third party administration by helping you establish and maintain a retirement plan. We provide a variety of plan needs. As your third-party administrator, we can assist you with the following services and contribute to the success of your plan.

Helping to decide the right type of plan for you and providing plan design consulting

• Assist you with Defined Benefit or Defined Contribution plans
• Prepare comparisons and proposals for various types of plans
• We work with Profit Sharing, 401(k), 403(b), 457 and other types of qualified pension plans

Preparing plan documents, amendments and IRS filings

• We Sponsor our own prototype and volume submitter plan documents
• Prepare cross-tested and age weighted documents

Calculating and allocating contributions and forfeitures

Supplemental services

• We offer all the services not available through some investment firms or record keepers
• We support the company's investment advisor to insure full compliance

Preparing the plan's annual report and other compliance reports

• Allocation report
• Financial statements
• Summary annual report (You are required by law to provide a copy of this report to each participant annually)
• Individual participant statements for each plan participant
• 5500 tax filing
• Distribution firms for anyone eligible for a distribution
• Perform all required compliance testing such as top heavy, ADP/ACP testing, coverage testing, annual additions limits testing, and any other required non-discrimination tests
• Prepare signature ready government filings