Retirement Plan Administration

The tasks required to administer an employers’ plan are as follows:

• Annually collecting and reviewing of employee census data to determine:
  • Dates of birth, hire and termination, as well as plan entry, employer contributions, vesting and distributions
• Collection of annual investment statements
• Performing annual compliance testing
• Preparing annual plan valuations
• Reviewing and communicating contribution options and requirements
• Preparing annual employer and employee reports
• Preparing annual Form 5500 Report/Return for signature and filing by the employer
• Review fiduciary compliance requirements