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Plan Access
Sponsor Services
Online Access:
Ability to perform administrative tasks
Review plan provisions
Maintain employee data & eligibility
Process contributions
View plan activity (loans & distributions)
Access forms and reports
Develop comprehensive reports available online in multiple formats (PDF, Excel, Text, TIFF, and HTML) for printing or dfdfarchiving
To view the Sponsor Website Guide -
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Third Party Administrative Services:
Retirement plan recordkeeping and administrative services
Affordable Price
IRS Audit Guarantee: any CPA time needed for an IRS audit or notice is complimentary as part of our service
Customization and amendments of your Plan Document
Compliance testing
Plan design to reach you and your employee’s goals
Fiduciary Services Program™:
Fiduciary Audit File Table of Contents
FSP Overview
404c Protection
What makes me a fiduciary?
More...
About Our Firm:
Access to multiple CPAs on staff
Administer numerous employee benefit services nationwide