Retirement Plans
TYPES OF PLANS:
- 401(k) Plans
- Safe Harbor Plans
- Profit Sharing Plans
- New Comparability Plans
- ERISA 403(b) Plans
- Defined Benefit Plans
- Money Purchase Plans
- ESOP (Employee Stock Ownership Plans)
ADMINISTRATION:
- Plan design
- Document preparation
- Complete compliance reporting and government filings
- Annual reporting and administration
COMMUNICATION & IMPLEMENTATION SERVICES:
- Enrollment & education meetings
- Newsletters and communication materials
- Interactive websites for participants and sponsors
- Experienced transition team