Defined Benefit Plans
Administrative Support
Plan Design with Illustration
Annual Contribution Calculation
PBGC Forms
Plan Documents
Annual Top Heavy Testing
1099-R Forms
Annual Actuarial Valuation Report
Annual Participant Statements
IRS Submissions
Annual Review of Plan for Compliance
Annual Funding Notice
Minimum Distribution Calculations
Annual Asset Reconciliation
ASC 715 Report
Benefit Certifications & Calculations
Annual Employee Listing
IRS Form 5500 & Attachments
Unlimited Telephone Consultations
AFTAP Certification
IRS Form 8955-SSA