Employee Benefit Services

Employee Plans That Work for You

Our approach differs from that of high-volume, record-keeping companies because we provide services that address your specific needs. We not only consult on plan design and operations, but can also assist your employees with the day-to-day administration of your employee benefit plans.

Employee benefit plans are an excellent way to reduce business taxes while providing incentives for employees and security at retirement. We can help assure you have the right plan for your needs. We will also help ensure that you remain in compliance with the complex laws and regulations to which benefit plans are subject.

Services We Offer

  • Calculating employer contributions
  • Calculating required minimum distributions
  • Calculating vesting and tax withholding for distributions
  • Assisting with administrative tasks for loans and hardship distributions
  • Testing annually for nondiscrimination, coverage, and compliance with IRS limits
  • Preparing quarterly, semi-annual, and annual valuations
  • Preparing participant statements for smaller plans
  • Preparing Forms 1099-R and Form 945
  • Preparing and electronically filing Forms 5500, 5500-SF, 5500-EZ and Form 8955-SSA
  • Preparing the Summary Annual Report
  • Testing annually for nondiscrimination
  • Preparing and electronically filing Form 5500
  • Assisting with plan adoptions and restatements
  • Assisting with correcting issues of noncompliance
  • Assisting with IRS and/or DOL audits
  • Assisting with special projects

Contact Us

For more information, please send a message to Debi LaJaunie.

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