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 archiving

To view the Sponsor Website Guide - Click Here

Third Party Administrative Services:

• Retirement plan recordkeeping and administrative services
• Affordable price
• IRS audit guarantee - Click Here
• Customization and amendments of your Plan Document
• Compliance testing
• Plan design to reach you and your employee’s goals

Fiduciary Service Protection:

• FSP Overview - Click Here

Payroll Services:

• Cost effective and time saving payroll services

• Worry free payroll tax filing

• Allows you to focus on your core competencies

• Comprehensive reports

About Our Firm:

• Access to multiple CPAs on staff
• Administer numerous employee benefit services nationwide