Main Navigation
FIDUCIARY SERVICES
We are available here at The401Kman to assist your business organization in many different aspects of retirement planning. Not only do we offer the traditional alternatives to defined contributions with our pensions and Defined Benefits Plans but we can also assist you and your organization in avoiding the stepped up enforcement penalties that thousands of organizations have begun to face with ERISA enforcement from the Department of Labor and other regulatory bodies regarding inadequate and incorrectly filed 5500 retirement plan documents.
We can help with you finding incorrect filings, but more importantly provide you a Auditor with world renowned retirement planning expertise who also has been featured in Bloomberg Financial© with her article regarding the poor planning practices and how to improve them.
If you would like to help your retirement plan, employee morale, business risk factor and bottom line from costly penalties call us toll free at 877-775-0812 to learn how we can assist your organization. Our initial consultations are free and plan reviews and oversight are based on size of group.The full suite of services is listed below;
We can help with you finding incorrect filings, but more importantly provide you a Auditor with world renowned retirement planning expertise who also has been featured in Bloomberg Financial© with her article regarding the poor planning practices and how to improve them.
If you would like to help your retirement plan, employee morale, business risk factor and bottom line from costly penalties call us toll free at 877-775-0812 to learn how we can assist your organization. Our initial consultations are free and plan reviews and oversight are based on size of group.The full suite of services is listed below;
- PLAN DESIGN
- PLAN DOCUMENT PREPARATION AND QUALIFICATION
- ANNUAL COMPLIANCE REVIEW
- EMPLOYER CONTRIBUTION CALCULATION AND ALLOCATION
- NONDISCRIMANATORY TESTING
- DEFINED CONTRIBUTION PLAN ACCOUNTING
- PREPARATION OF PARTICIPATION STATEMENTS
- BENEFIT DETERMINATION AND PARTICIPANT DISTRUBUTION PROCESSING
- FORM 5500 FILING
- CORRECTIVE ACTIONS AND VOLUNTARY COMPLIANCE FILINGS
- PROHIBITED TRANSACTION EXEMPTION APPLICATIONS
- IRS/DOL AUDIT REPRESENTATIONS
- PLAN TERMINATION SERVICES
