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FULL PLAN ADMINISTRATIVE SERVICES

With well over 50 years of experience in this industry, we assist plan sponsors in complying with the many complex retirement plan rules and regulations. We do this by providing:

Plan design and documentation
     Defined Contribution plan design
     Prototype plan documents
     Summary Plan Descriptions
     Legislative compliance and monitoring
     Ongoing plan design review and guidance

Comprehensive compliance testing
     ADP
     ACP
     Section 415 Contribution Limit test
     Coverage Test
     Top-heavy test
     Cross-testing
     Ongoing compliance updates and education
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