OUR SERVICES

Existing Plan Takeover

If you have a qualified plan and would like us to handle its future administration, we will provide an analysis of the current plan design. If necessary, recommendations will be made to correct or amend the plan to insure that your company objectives and cost limitations have been met.

As needed, we can also help correct:

  • Delinquent 5500 filings

  • Failed compliance testing

  • Failure to amend the plan on a timely basis (non-amenders)