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(you may also contact our office at 916.922.3200)
At Benefit Resources we understand the challenges to establish and maintain your retirement plan. That’s why our clients are assigned a certified Plan Administrator who is not only an expert on the Plan and its unique provisions, but takes pride in helping the client address the ongoing needs of the plan. We are here to help! Schedule a free Consultation here.
Plan Administration Services
- Calculate contributions for each eligible Employee
- Calculate maximum deductible employer contributions
- Perform all mandatory nondiscrimination Compliance Testing
- Compare transactions processed by the retirement plan provider with client records
- Reconcile Trust accounts and prepare financial statements
- Prepare annual administrative reports
- Prepare government filings: Form 5500 and related schedules
- Prepare statements and Summary Annual Reports for Participants
- Prepare Employee communications
Additional Services
(included, but not limited to the following)
- Benefit Illustrations
- Customize Contribution calculations
- Prepare EFAST2 (Electronic Filing Acceptance System – Part 2) Filings
- Prepare reports for plan auditors
- Coordinate Actuarial Services
- Consult with IRS/DOL auditors
- Prepare participant Notices
- Coordinate asset transfers
- Synchronize merger/acquisition transaction
- Consult on plan termination considerations and procedures
- Correct plan violations (compliance and operational)
- Execute discretionary plan amendments
- Prepare special trust accounting (Roth contributions, QDRO’s, interim plan valuation)